If your head is swimming with lists of forms – W-2, 1099, 1098-T – or you’re having dreams about missing something important on this year’s tax return, we might be able to help. Click on this link to open a copy of our tax preparation checklist. It can help you identify what documents you need to bring to your tax appointment and provide a visual for what you do and don’t have. Now if only we could also do the hard work of organizing those receipts all year long for you!
Don’t forget to bring this checklist with you to your tax interview.