Personal Tax Preparation

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Tax preparation checklist

  • Do you have all your W-2’s, 1099-R’s, Day Care Information – including the name, address and Tax Identification number, Dependant Information – including social security cards and dates of birth?
  • Do you have your interest income statements, mortgage interest or dividend statements?
  • Want direct deposit? Do you have your account number and routing number?
  • Filing business taxes? Do you know what your income and expenses are?
  • Did you or a dependent attend college or take any type of educational courses?

We want to make your appointment as smooth as possible, but you have to be completely prepared to complete your taxes in one appointment. Below is a list that will help you prepare for this years tax season!

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