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Prepare for Tax Season

GATHER YOUR INFORMATION The first step in prepping for tax season is to gather all the necessary documents. Depending on your personal circumstances, these can include: W-2 forms 1099 forms Receipts and invoices Mortgage and loan documents Investment statements Business income and expenses Other miscellaneous income ORGANIZE YOUR FINANCES Store all your documents and receipts

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Scam Alert: We’ve been made aware of fraudsters impersonating financial institutions by spoofing phone numbers on caller ID. Please remember, we will never contact you to request your personal or sensitive information. If you receive a suspicious call, text, or email, do not respond or engage. Instead, contact the company directly using the official customer service number listed on your card or their verified website. Your security is our priority.

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