Here's a basic checklist of information to start organizing for your 2016 tax return. If you are fully prepared for your visit, you will save time and help ensure that you receive all the tax benefits, credits and deductions allowed. Although this is not an all-inclusive list, it will help steer you in the right direction. As you begin receiving important tax documents in January 2017, file them with this checklist.
Our website also has worksheets that can help you get organized if you have different ventures this year than last. Please remember that your return will not be started by our office until all tax documents have been received. As always you can attach them to the organizer/mail/fax/drop by the office. We are here to help! We don’t want the organizing part of your tax preparation to be a huge challenge. Please feel free to call us or email us or just come in and see us if you need some help or guidance in getting everything together.