Ways to Financial Relief – Time to Prep for Tax Season

The IRS is now accepting 2023 tax filings. The deadline is April 15, 2024, but it’s a good idea to start preparing as early as possible. Here are 4 steps to make sure you are ready to file soon to ensure you make the deadline and have a potential refund quickly.

Double-Check Your Name & Address: This is an easy item to overlook. If you had any major life changes in 2023 (moved, got married or divorced, changed your name), it is a good idea to make sure this information is updated with the IRS & Social Security Administration before you start the filing process.

Organize Your Tax Documents: Be sure to have all documents you may need on hand such as:

• Last year’s return
• W-2 forms from your employer
• 1099 forms for any contract or freelance work
• Retirement account contributions
• Property tax & mortgage interest
• Student loan interest
• Investment dividends or distributions
• Healthcare marketplace details
• Unreimbursed medical bills
• Educational expenses
• Business expenses
• Charitable donations

Understand Your Filing Status: The IRS has five main statuses that all taxpayers fall under: Single, Head of Household, Married Filing Jointly, Married Filing Separately, and Qualifying Widow/Widower with Dependent Child. Depending on your filing status, you may qualify for certain deductions and credits.

Decide To Use a Tax Preparer or File Yourself: If your tax situation leans towards the more complicated, it may be better to have an experienced tax professional handle your return. If you are a business owner, an accountant can help appropriately file business and/or personal returns with the IRS. If your tax situation is straightforward, it may be easier and less expensive to use tax filing software online.

If you need extra cash to bridge the gap while you wait for your refund, visit a friendly CashMax store near you. We love our clients and love meeting new customers.

1. Get pre-approved for a cash advance or title loan over the phone from one of our knowledgeable associates.

2. You can start the process of getting a cash advance or title loan online

3. CashMax has 36 convenient locations in Texas to serve you:

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• 4105 State Hwy 121, Bedford, TX 76021
• 2019 N. Center Street, Bonham, TX 75418
• 1420 S. Bridge Street, Brady, TX 76825
• 551 W. Commerce Street, Brownwood, TX 76801
• 750 Hurst Street, Center, TX 75935
• 1907 Ave. F NW, Childress, TX 79201
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• 2001 Texas Avenue, College Station, TX 77840
• 2127 East Highway 190, Copperas Cove, TX 76522
• 1845 South FM 51, Decatur, TX 76234
• 411 W. University, Denton, TX 76201
• 615 E. Camp Wisdom Road, Duncanville, TX 75116
• 308 E. Ennis Ave., Ennis, TX 75119
• 5732 Camp Bowie Blvd., Fort Worth, TX 76107
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• 1714 N. Culberson Street, Gainsville, TX 76240
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• 3117 Kemp Blvd., Wichita Falls, TX 76308