Preparing taxes can be a confusing and frustrating process. But it doesn’t have to be! We are here to help make tax preparation as simple as possible.
Below you will find a list of all the required tax preparation items:
Required Tax Preparation Items:
- Copy of last year’s tax return
- Full legal name, social security #, and birthdates of all individuals represented on tax return
- All W-2s
- All 1099s (Miscellaneous income i.e. rental, non-employee income, etc.)
- All 1098s (Interest statements, mortgage statements, etc.)
- 1098Ts for college students
- Child Tax Credit Letters
- Stimulus Letters
- Property tax statements
- Summary of medical expenses
- Doctor/hospital
- Prescriptions
- Mileage
- Medical Equipment
- Work Related Expenses
- Donations – Cash and Physical Goods