A checklist to ensure you have a successful tax-day?

A checklist to ensure you have a successful tax-day?

If you are confused on what documents are necessary to help you have a successful tax-day, we have put together a short list of items that may make it a little easier on you and your accountant.

Income-related documents: Bring any & all W-2, 1098, 1099 & schedule K-1 forms.

Expense-related documents:
Childcare expenses
Moving expenses
Work-related expenses such as uniforms, tools, or education
Student loan interest
IRA contributions
Medical expenses
Charity contributions
Real estate and property taxes paid
Alimony paid or received
The key to having a good tax season is by keeping good records.
“To be prepared is half the victory.” – Miguel de Cervantess

Last years tax return: Bring last year’s tax return for reference, as you may qualify for some of the same deductions and this will make it easier to calculate this years return.

Goals: You may not realize that your accountant is also available to discuss your financial goals and will assist you in reaching those goals by making short and long-term goals.
To meet our team and for guidance on how to navigate through this tax season – please contact Ken Anaya at: (844) KAA-4TAX or (844) 522-4829