What to Bring to Your Tax Preparation Appointment

What to Bring to Your Tax Preparation Appointment

To ensure a smooth tax preparation process, please have the following documents ready:

For Business Tax Returns

Prior year’s tax returns (federal & state)
Current year’s financial statements
Additional documents depending on your business type

For Individual Tax Returns

Prior year’s tax returns (federal & state)
W-2s, 1099s, and other income forms
Mortgage interest & real estate tax bill
Social Security numbers & birthdates for all listed individuals

For Tax & Estate Planning

Prior two years' tax returns
List of assets & financial goals

Don't Wait! Get Expert Tax Services Today

The sooner you file, the sooner you can check taxes off your to-do list. Gerald L. Kuhn & Associates is here to make tax season easy.

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