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.

Mail-in Tax Preparation Service

Preparing for tax season can be daunting, but with the tax organizer and a comprehensive checklist, you can streamline the process and ensure accuracy. Our tax return organizer allows you to gather all necessary documents, such as income statements, deductions, and credits, in one convenient location. The accompanying checklist serves as a guide to help you track items required for a complete tax return.

Entity Authorization

Individual Authorization

Checklist

Credit Card

Donations

Prepare for your appointment with TBC

Prepare for your tax appointment with confidence using the list provided as a guide, that applies to you. This list helps streamline the process, ensuring you gather all necessary documents and information ahead of time. Key items to include are income statements, expenses, previous tax returns, and relevant receipts. Additionally, be ready to discuss any major life changes, business developments, or deductions you may qualify for. By following this list, you’ll maximize your meeting's effectiveness, minimize potential delays, and ultimately enhance your tax preparation experience.

Meeting Prep Guide

Donations

Personal information

Valid Driver License or State Issued ID with photo (new client)
A copy of your prior year’s tax return, if you have not already provided (new client)
Bank account and routing numbers, if you would like to receive any refunds by direct deposit

Estimated tax payments
Any IRS/FTB correspondence that you have received
Closing Settlement papers (HUD Statement) on the sale/purchase of a home
Change of address form, if you have moved

Business information

Business Income/Expenses
Quickbooks, Quicken, Accounting files
- Profit + Loss January – December (one statement rather than monthly)
- Balance Sheet – January – December (one statement rather than month by month)

Forms W-2, 1099s and/or other reports of income

W-2’s: Wages from employers

1095-A, 1095-B or 1095-C: Health care information
All 1099s: Bring entire statement if multiple pages
- 1099-DIV: Dividends and Distributions
- 1099-G: Certain Government Payments
- 1099-INT: Interest Income
- 1099-K: Payment Card and Third-Party Network Transactions
- 1099-MISC: Miscellaneous Information
- 1099-NEC: Nonemployee Compensation
- 1099-R: Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

Documents for credits and deductions

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

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

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.

Want to save this information for later? Download our PDF!

Sending information for your tax appointment

3 ways to send your tax data to our office

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.

Please note: Send or deliver data to be received by Monday of the week prior to your appointment.