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 in Chino.
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 tax preparation checklist. Feel free to even print it out and keep a copy in your filing cabinet
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 Chino clients. Really, this is for ensuring that we’re able to help you keep every dollar you can keep under our tax code.
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
Personal Data
Employment & Income Data
Health Insurance Information
Homeowner/Renter Data
Deduction Documents
Financial Assets
Financial Liabilities
Expenses
Automobiles
- Personal property tax information
- Department of Motor Vehicles fees (only if including sales or property tax)
- Sales tax on purchase
Self-Employment Data
Credits
What our Clients are saying
Ray quickly grasped the ins and outs of the auction business and designed a custom database and bookkeeping system to track every aspect of our business. He developed a turnkey system that revolutionized the paper end of this business. Ray has good foresight; he works well with our diverse group, and is a master problem solver.
Master Problem SolverAs a ministry, we are extremely sensitive to accurate and faithful record keeping. Ray came in, learned our business, and then developed a database and accounting system that keeps us in touch with thousands of friends and donors. The advice and assistance Ray provides has positively impacted this organization and what we achieve in the field. Working with Ray is a pleasure in every sense.
A Pleasure In Every Sense