Organizer

Please print and fill out the Organizer and bring it with you when you come in for your tax appointment. This organizer will assist you in gathering all the necessary tax documents to ensure a smooth tax preparation process.

The Organizer is an excellent tool to help you gather all the necessary information for your tax appointment and prepare your taxes efficiently. It streamlines the workflow for your Tax Preparer, saving you both time and money during the tax preparation process.  

New Clients - please bring in your last year’s tax return. This will significantly expedite your tax preparation.  

Here are additional tax documents and information you need to bring to your appointment:  

· Original source documents such as W-2s, 1099-NECs, 1099s-MISC, and 1099s for interest, dividends, stocks, along with health insurance documentation (1095-A) if you have insurance through the marketplace.  

· Bring any statements from investment accounts showing gains or losses on sales of investments.  

· Copies of settlement statements from the purchase or sale of your personal residence and any other real estate.  

· Statement from the provider of dependent care expenses.  

· Any backup documentation for itemized deductions such as mortgage interest, charitable contributions, or other items you wish to claim.  

As a general rule, when in doubt... bring it!