Preparing For Your Tax Meeting
Not sure what to have ready for your upcoming tax appointment?
Every tax return is unique to each individual and to each business. In preparation for your tax appointment, the following information contains a list of items to review and complete prior to sharing with your tax preparer, if applicable:
Important items to have
Identification information, if any changes
Income & Expense information:
W-2’s, Form 1099 Misc, NEC, Int, Div, R, G or other
Health Insurance coverage Form 1095 A, B or C
Form 1098 for mortgage and/or tuition
K1s from partnerships or trusts
Records of sale of stocks or bonds
Sale or purchase documents for real estate
Sale or purchase documents for business assets
Donation receipts
If you are meeting with a TBC Tax Team member, you would also need to have completed:
“Please note: that because of the increased regulations, tax changes, complexity of the laws and the increased costs of doing business, the fee for tax preparation service may increase this year.”
Interested in learning about more products that TBC offers, ask your tax preparer. They’d be happy to help!