Are you ready? If you’ve been keeping your records in an old shoebox, it’s time to get it out and start categorizing those receipts. You’ll need to make sure you have things like your W-2 forms from your employers, 1099s from companies for any contract work you did, and bank and investment firm statements including interest and dividend income and mortgage interest paid.
Bring all your documentation to your tax appointment and we’ll make sense (and cents) of everything for you! Below are a few of the things you should remember to bring. See our complete checklist to get prepared.