How To Organize Your Tax Information

Working with us regarding your taxes? Here’s some useful  tips on organizing your tax information so that everything goes smoothly and your taxes are as accurate as possible.

  • Provide copies of the following documents, if they apply:
  • Proof of health insurance coverage for all members of your household. Use this for if you do not have 1095 forms covering the whole year of 2017.
  • Copies of mileage logs if you are deducting vehicle usage
  • Copies of a death certificate for your spouse, if applicable
  • Copies of any bankruptcy or debt forgiveness documents
  • Receipts for all charitable contributions you want to deduct
  • Copies of estimated tax payments made
  • HUD1 statement from purchase, sale or refinance of property

Please complete the Checklist questionnaire. This helps us capture information that may affect your returns.  Include any other documents you feel may have an effect on the accuracy or completeness of your income tax returns.   

We scan and retain the documents on our computer for a period of three years. If there is ever any question of how a number was obtained, we like to have a record of it.

If you desire direct deposit of any tax refunds you MUST enclose a voided check or photocopy of a check. Copies of deposit slips are not acceptable. We cannot use the copies you may have submitted in prior years.

The more complete and accurate your data is assembled, the quicker we can process your income tax returns. Your engagement letter should be signed and enclosed. If a joint return is being filed, please have both spouses sign the engagement letter.

Should you have any questions, feel free to contact our office at (301) 473-4445.