March 1, 2025 at 10:00 AM
Before your tax appointment, gather essential documents to ensure a smooth and accurate filing process. This includes:
- Personal Information (ID, Social Security Numbers, bank details)
- Income Documents (W-2s, 1099s, Social Security, rental income)
- Deductions & Expenses (medical, mortgage, charitable donations, education)
- Self-Employment & Business Records (income, expenses, mileage)
- Other Important Documents (last year’s return, IRS notices, retirement contributions)
