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.

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

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    "After years of preparing my taxes personally the initial experience with Michele and her company has changed our approach. We will always have Michele provide tax services. After completing and filing our 2017 we were advised by IRS that we had additional tax obligations associated with equity grants that we forgot to include in our initial filing. Michele was able to quickly assess and amend to minimize our exposure. Michele's understanding of equity grants and impact on tax burden. Michele's overall tax knowledge and quick turn are most valuable."

    John & Tina E. – Fishers, IN

    "When I came in I was stressed to the point of tears. Michele saved me from the turmoil of dealing with the IRS. She is very knowledgeable and helpful no matter the time or day."

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