What to Bring to Your Tax Appointment
During the month of January tax forms from last year’s earnings start showing up our mailboxes. This means that most of us only have a few short months to get our tax statements prepared and sent in to the government before the ominous cutoff date of April 15th arrives, the day when by law all tax statements must be in the mail and on their way to the IRS.
When you make your appointment with your accountant for tax preparation you will want to make sure you have all your needed documents and supplies with you so that he or she can get your taxes filed as quickly and easily as possible. The first thing you’ll need is last year’s tax return, if you filed one. Your accountant will need the information on that form. If you are married and you are filing jointly, you will need all W-2 or 1099 forms that you and your spouse received from any employment during the past year as well as records of any other income you received, including interest and tips. Your spouse will need to come to the appointment with you.
Also make sure you have your social security card and a government issued photo ID. If you think you had any expenses that will reduce your tax payments, be sure to bring any evidence like receipts, records of school expenses, records of any charitable donations, etc. Also, make sure you bring a voided check so the preparer can make sure any tax refund is deposited directly into your bank account. With all of this documentation in tow, your tax preparation will soon be over.
We are a Bookkeeping and Tax Firm ( http://www.pasbt.com/ ) dedicated to providing our clients with professional, personalized services, tax preparation Chattanooga and guidance in a wide range of financial and business needs. Ryan Coisson is a freelance writer.
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