Preparing for your first appointment with a tax preparer can be stressful but is essential to ensure a smooth and productive experience. Start by gathering all the necessary documents and any other relevant financial records. Take some time to review your financial situation and make note of any significant changes that occurred during the year. Compile a list of questions or concerns you may have about your taxes, so we can address them during your appointment.
Being prepared will not only save you time but also allow us to provide accurate and personalized guidance for your tax situation. See our ‘What to Bring’ list below for the bare essentials on what to bring. For a full list download our 2022 Tax Organizer.
Each individual and business is different and will need to bring documents specific to their life and tax situation. There are more documents than are listed below but this will help you get started and help us get the ball rolling.
Tax Identification Numbers are mandatory items on your checklist. All taxpayers will need the following to do their taxes:
Parents and caregivers should gather this information as they review what they need to file their taxes:
Many of these forms won’t be needed to file taxes every year. For example, you will only receive the investment forms you may need to file your taxes if you had distributions or other activity.
Savings & Investments or Dividends
Other Income & Losses
The types of deductions you can take depend a lot on your life situation. It’s likely you won’t need all of the documents listed below for your taxes.
K-12 Educator Expenses
State and Local Taxes
Retirement & Other Savings
Federally Declared Disaster