What Your Accountant Needs From You at Tax Time
Preparing a return is faster, and usually cheaper, when your accountant has what they need at the start. Every situation is different, so treat this as a starting point and ask your accountant what applies to you.
Who you are
Names, dates of birth and tax identification numbers for you and anyone you are claiming or filing with. Please share these only through the method your accountant recommends, not by ordinary email.
What came in
Income forms such as W-2 and 1099 documents, statements for interest or dividends, and records of other income, including income that did not come with a form.
What went out
Records for expenses that may matter, such as business costs, education, health expenses or charitable giving. If you are unsure whether something counts, include it and ask.
What changed
Tell your accountant about anything that is different from last year: a move, a new job, a marriage, a new child, a home purchase or sale, a new business or the end of one.
Last year’s return
A copy of last year’s return helps your accountant spot differences and confirm what carries forward.
Letters and notices
Bring any letter from a tax authority, even if you have already responded. Do not ignore these letters.
Ready to get started? Request a consultation and we will tell you exactly what to send.