TAX SEASON 2024
As tax season approaches, we want to ensure a seamless and efficient tax filing process for you. To facilitate this, we kindly request your cooperation in providing the necessary documentation. Having these documents ready will not only expedite the preparation of your tax return but also help ensure accuracy. Below is a list of items you should gather before meeting with your tax preparer:
1. **Personal Information:**
- Full legal names and Social Security numbers for yourself, your spouse, and any dependents.
2. **Income Documents:**
- W-2 forms for employment income.
- 1099 forms for additional income, such as freelance work, rental income, or dividends.
- Documentation of any other income, including alimony or rental income.
3. **Business and Self-Employment Information:**
- If applicable, provide income and expense records for your business or self-employment activities.
- Any 1099-MISC or 1099-NEC forms received for contract work.
4. **Investment Income:**
- Statements for any brokerage accounts, showing dividends, interest, and capital gains.
- Records of any stock transactions or investment property sales.
5. **Deductions and Credits:**
- Documentation for itemized deductions, such as mortgage interest, property taxes, and medical expenses.
- Records of charitable contributions.
- Education-related documents, including tuition statements (Form 1098-T) and student loan interest statements.
6. **Healthcare Information:**
- Proof of health insurance coverage, such as Form 1095-A, 1095-B, or 1095-C.
7. **Retirement Contributions:**
- Records of contributions to retirement accounts, such as 401(k) or IRA contributions.
8. **Homeownership Details:**
- Mortgage interest statements (Form 1098).
- Property tax records.
9. **Miscellaneous Documents:**
- Any other relevant documents, such as jury duty pay, gambling winnings, or other miscellaneous income.
Ensuring you have all the necessary documentation will help us provide you with the most accurate and comprehensive tax return. If you have any questions or need clarification on specific items, please don't hesitate to reach out. Thank you for your cooperation, and we look forward to assisting you in preparing your taxes.