Tax Documents Needed:

W-2 Forms (All Jobs)
1099s (Retirement, Social Security, Unemployment, Interest, Student Loans, 1099- NEC Income)
Daycare statement/1098-T School Tuition for you or your dependents (if Applicable)
Valid State Issued ID
SELF EMPLOYED: All items above and the following:
List of Business Income & Expenses
All 1099-NEC Income documents for your business
To help expedite your appointment, we ask that you send your documents to us at least 24 hours before your scheduled appointment. You may send document by:
Upload to our Secure Portal: https://pmtfinancial.securefilepro.com/portal/#/GuestFileExchange/GuestFileExchange/ClientfileUpload.aspx
Email: Info@PMTFinancial.com
Text: 803-753-0882
Drop off at our office 122 S. Congress St. Winnsboro, SC 29180
If you are unable to send your documents, need to reschedule or cancel your appointment, please call our office within 24 hours or your scheduled appointment.
Thank You!