The Who, What, When and Where for Tax Filing
It’s game on!! If you have all your tax documents you were officially able to file as of January 27th. Which means, it’s time to collect all the necessary information and get it over to our office. That can feel a little ambiguous if you don’t live and breathe taxes like we do – so here is an outline of what you need to be thinking about.
What will you need to file your taxes?
All the documentation that holds necessary records for personal taxes such as.
Anything that came in the mail labeled “Important Tax Document” such as W2s and 1099s,
Mortgage interest and real estate taxes, if applicable
Tuition forms and daycare statements
For a complete list– check out our handy dandy Complete Tax Document and Information Checklist that will help you catch any of the remaining miscellaneous items.
If you own a business here are a few more things to collect
Totals for income and expenses
Year-end inventory, if applicable
Forms 1099-MISC you’ve received
Details on any large purchases made in 2019
Auto deduction info – here’s a helpful Auto Worksheet
Home office expenses – here’s a helpful Home Office Worksheet
Or, if you own a rental property…
Totals for rents received and expenses paid – here’s a helpful Rental Activity Worksheet
Mileage info associated with the rental activity
HUD statements for any properties purchased or sold in 2019
Who, when and where of tax filing?
Now that you’ve collected every little piece of information – drop it off, mail it, fax it, upload it via our website or send an owl. Whatever you’ve got to do – just get it in our hands prior to your appointment.
Next, schedule an appointment with us right online using this link. We will get going on your return and let you know if we need any additional information.
See? It’s not so bad. We’re here to help – if you have any questions before coming in you can make a quick call appointment with this link.
Just remember – you have from now until April 15th to get your return filed. But, if we could be so bold as to say the sooner the better. End of tax season can get a little bananas around here. If your filing is complex or if you just want to beat the crowds, getting everything pulled together and in to see us soon would be a fantastic idea!
Powered by Weatherby Media LLC
