21 Dec 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.
Work-related expenses such as uniforms, tools, or education
Student loan interest
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