tax forms and a calculator

What to Bring to a Tax Professional

Before visiting your tax professional, it is important to gather all the documents and records you will need to get your taxes done. It is essential to be prepared with all pertinent documents when visiting your tax professional – doing so will make the process faster and smoother for both parties involved.

Bring Your Income Documents

Tax time can be overwhelming and stressful, especially when juggling all the paperwork and information needed to file correctly. To make the process as straightforward and stress-free as possible, bringing your income documents to your tax professional can help break down the filing process into an easy plan of action. Your income documents might include any or all of the following:

  • W-2 forms
  • Retirement Income: 1099-R
  • SSA-1099
  • All other 1099s
  • Records of Alimony received

If you are self-employed or own a business, you should also bring all documents regarding revenue and expenses incurred by the business. This might include:

  • Self Employed income and expense
  • S-corporation or Partnership income and expenses
  • Rental income and expenses
  • Farm income and expenses

Bring Your Deduction and Credit Documents

When you meet with your tax professional you will want to bring your deduction and credit documents as well. These deductions and credits and come from several different sources. These may include:

  • Child Tax Credit
    • Child are provider, address, I.D. number, amount(s) paid
  • Educational expenses for you and your spouse (1098-T etc.)
  • Dependents’ post high school educational expenses (1098-T etc.)
  • Medical expenses – for you and our dependents
  • Charitable donations
  • Mortgage interest
  • Retirement contributions

Bring Your Personal Information to a Tax Professional

Taking care of your taxes can be a daunting task, especially if you are not well versed in taxation regulations. To make the process easier, having a tax professional helping you out is the perfect option. When visiting a tax professional it is also important to have personal identification such as your social security numbers and birthdates for you and your spouse, a copy of your previous year tax return, and the names, birthdates, and social security numbers for all dependents. With this information in hand, you'll save time and ensure your return has accurate information.

For help from a skilled legal professional, call Pearson Butler today at (800) 265-2314.