Tax Preparation

When preparing for a tax meeting, it is essential to gather key documents to ensure a smooth and efficient process. Being organized and having these documents readily available will help your tax preparer accurately assess your financial situation and maximize potential deductions. Prepare these materials beforehand to make the most of your tax meeting and ensure a stress-free experience.

Prepare for your meeting with TBC

➜ Previous year’s information

A copy of your prior year’s tax return if you have not already provided.

➜ Current year’s information, as applicable

Valid Driver License or State Issued ID with photo (new client)
Completed Questions, Personal Information this package – complete to the best of your ability
Any IRS/FTB correspondence
Closing Settlement papers (HUD Statement) on the sale/purchase of a home
W-2’s
1095 A, B or C
All 1099 (Interest/Dividend/Miscellaneous/Non Employee Compensation/Retirement): BRING ENTIRE STATEMENT IF MULTIPLE PAGES
- 1099 Misc
- 1099 NEC
- 1099 Into1099-R
- 1099-Div
- 1099-K
1095 for Healthcare
Business Income/Expenses
- Quickbooks or Quicken files
  - Profit + Loss January – December (one statement rather than monthly)
  - Balance Sheet – January – December (one statement rather than month by month)

1098’s for mortgage interest paid
1098 T for tuition paid
Sale of Stock Sales + Basis information
Rental property income/expenses
Unemployment Compensation received
Social Security Benefits received
Alimony paid/received
Child support paid/received
IRA or SEP contributions
Student Loan interest paid
Child Daycare expenses
Tuition paid for you or your children
Adoption expenses paid
Medical expenses paid
Property Taxes paid
DMV registration paid on vehicles
Documents for a purchase of a car/boat/motor home in tax year
Inheritance or Executors Fees
Donations – non-cash need a listing of what was donated a when and the value
Cancellation of Debt

sticky_note_2 Please note: This list contains the most common items - Additional documentation may be required. If you would like TBC to review your W-4 withholdings, please discuss with your tax preparer and provide a copy of your most recent pay stub.

Remote tax appointment preparation

SEND OR DELIVER DATA TO BE RECEIVED BY MONDAY of the week prior to your appointment.

3 ways to send your tax data to our office to arrive on the Monday of the week PRIOR to your appointment.
Option 1: Personal delivery
Option 2: US Mail - No signature required
Option 3: Digital delivery securely
Use your customized tax organizer as a guide to determine what to send.
We confirm receipt of your data.
Your tax preparer will work on your return before your scheduled appointment.
When your tax preparer is finished, your return will be reviewed by another tax preparer, and our administrative team will send you the return and signature forms either digitally or by mail. Pickup and can be arranged and coming to the office to sign forms can be arranged.

sticky_note_2 Please note: This information does not reflect the changes in deadlines regarding disaster relief. To see more information from the IRS, you can visit this webpage for updates across the nation.