What To Bring For Your Tax Appointment
Getting organized to prepare for your tax appointment can save you a ton of time, and is well worth the effort.
If it’s just after tax season, this list will help you know what documents to keep an eye out for throughout the year and set aside. If your tax appointment is right around the corner, this list is a great resource to help you track down the right documents.
With all of the changes every year (and, of course, that’s especially true THIS year), filing your taxes on your own is not for the faint of heart. That’s even with nice-looking softwares on the market which purport to make it easy for you.
But that’s what we’re here for.
Let us be your easy button in Canyon County.
Filing your taxes on your own is not for the faint of heart. That’s even with nice-looking softwares on the market which purport to make it easy for you.
But that’s what we’re here for. Let *us* make it easy for you.
Below is a list of what you will need during the tax preparation process. Not all of them will apply to you — probably MOST will not. Nonetheless, it’s a useful checklist.
Before you get overwhelmed: yes, this is a long list — but it’s the unfortunate reality of our tax code that it’s not even comprehensive! But these items will cover 95% of our clients. Really, this is for ensuring that we’re able to help you keep every dollar you can keep under our tax code.
Also note: Certain deductions went away this year, that we’re used to handling on behalf of our clients. And some that you might be used to as well. This list has changed a little, and I’ve notated additional changes coming down the pike.
But again … we will be your guide. That’s what we’re here for.
Even if for some strange reason you won’t be using our cost-effective services this year, feel free to use this list as a handy guide…
Tax Preparation Checklist
What our Clients are saying
I take my taxes in every year and they are absolutely amazing. Drew Linda and Kaylee always give great advice and great returns!! I will never go anywhere else. - Randy Riley
Absolutely AmazingWent in for year end planning and was extremely pleased with the service I received. Linda was very methodical and patient explaining everything I needed to know and why I needed to know it. This was a first for me, most other CPA's prefer to keep me in the dark which makes these matters all the more stressful. Trent Accounting has a new life long customer. - Kenneth Monson
a new life long customer