At Nyra Eason, CPA, LLC, we know your time is valuable. Managing documents and updates shouldn't feel like a second job. That’s why we use a secure, all-in-one portal designed to provide you with a streamlined experience from start to finish.
The Power of Our Client Portal
- One Secure Login: No more lost passwords. Access personal, business, or family accounts in one place.
- Mobile-Ready: Download the TaxDome app (iOS/Android) to snap photos of documents and upload them in seconds.
- Real-Time Tracking: See the status of your return, view messages, and access documents 24/7.
- Instant Communication: Message us directly through the portal—as easy as sending a text.
Your Pre-Filing Checklist
To make your filing as smooth as possible, please have these items ready for our first session. Pro Tip: Please remove all staples from documents before scanning or mailing!
🆔 The Essentials
- Identification: Government photo ID for you and your spouse.
- SSN/ITIN: Numbers and birthdates for you, your spouse, and all dependents.
- Prior Year: A copy of your most recent tax return.
- Contact Info: Current address, phone, and email.
💰 Income Documents
- Employment: All W-2 forms.
- 1099 Forms: Interest (INT), Dividends (DIV), Retirement (R), Unemployment (G), and Social Security (SSA).
- Self-Employment: 1099-NEC/MISC or records of business income/expenses.
- Investments: Stock sale records (1099-B) and Cryptocurrency transaction logs.
- Other: Schedule K-1s and rental property income/expense records.
🏠 Deductions & Credits
- Housing: Mortgage interest (1098), property taxes, and home sale/purchase docs.
- Education: Tuition (1098-T), student loan interest (1098-E), and 529 plan records.
- Healthcare: Marketplace insurance (1095-A), HSA forms, and medical receipts.
- Families: Childcare provider’s name, address, and Tax ID/SSN.
- Contributions: Charitable donation receipts (Note: Political donations are not tax-deductible).
⚙️ Final Details
- Direct Deposit: Bank account and routing numbers.
- IRS Security: Your Identity Protection PIN (IP PIN) letter, if applicable.
- Estimated Taxes: Records of any federal or state payments made during the year.
Important Filing Reminders
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Dependents: If a dependent (like a college student) files their own return, ensure they check the box stating they are being claimed by someone else.
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Charitable Receipts: You must have written receipts for all charitable donations to claim them.
Understanding Tax Extensions
Filing an extension is a standard professional practice that we use at our practice. While some accountants charge, we provide this service free of charge to our clients.
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The Deadline: The extended deadline is typically October 15th.
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File vs. Pay: An extension provides more time to file, not more time to pay.
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Avoid Penalties: To avoid late payment penalties, you should pay your estimated tax liability by the April deadline.
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No Stress: We can help you calculate and make an extension payment online so you can breathe easy.
Payments & Collections
Need to make a payment to the IRS or the State of Georgia? Use the secure links below:
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Georgia Dept. of Revenue: GTC Payment Portal
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Installment Agreements: If you cannot pay in full, we can assist you in requesting a payment plan.
Frequently Asked Questions (FAQ)
Q: Should I take the Standard Deduction or Itemize? The "Standard Deduction" is a fixed dollar amount that reduces the income on which you're taxed. To determine if you should itemize, compare your total qualified receipts to the 2026 Standard Deduction.
You should only itemize if your total expenses for mortgage interest, charitable donations, medical bills (only the portion over 7.5% of your income), and state/local taxes (now capped at $40,400) are higher than the amounts below:
If you are 65 or older, your standard deduction is even higher: add $2,050 (Single) or $1,650 per person (Married) to the table above. Most taxpayers do not have enough receipts to beat these high automatic deductions. We will calculate both for you to ensure you receive the largest tax break possible.
Q: Do I need receipts for everything? For deductions like business expenses or charitable gifts, the IRS requires "contemporaneous records." This means you should have the receipt at the time of the transaction. Digital copies in our TaxDome portal are perfect for this!
