Tax Tips
Short notes for Spring Hill retirees and new Florida residents.
Four evergreen pages from Golinski Tax Prep, LLC. They restate IRS.gov rules. They are not a determination of anyone’s tax.
What to bring to your tax appointment
A practical list for Spring Hill appointments: ID, last year’s return, retirement forms, and papers from another state.
Read the tipHow Social Security benefits are taxed
Federal rules for whether benefits are taxable, how to read Form SSA-1099, and what Florida’s lack of a state income tax means.
Read the tipMoving to Florida: part-year returns for your old state
Why a move to Spring Hill can still leave a return in the state you left, and which records help complete it.
Read the tipGot an IRS notice? What to do first
Find the notice number, check the deadline, recognize common letters, and watch for scams — then call the office.
Read the tip
Ready to talk through this year’s return — or next year’s plan?
There is no online booking. Call the office or send a note, and we will set an appointment.