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 Columbia.

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 Columbia 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

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Let us know if you have any questions.… Fill in the form below, call at (443) 259-0091 or Email Us.

    What our Clients are saying

    Shalini Gupta was instrumental in helping us organize the business from a tax standpoint. But even more, the people have been very easy to talk to. We are not accountants so it’s important they speak in terms we understand. Over the past five years, they have been very helpful in that regard and we highly recommend them.

    Vijay M.

    I trust Rajiv implicitly, and would recommend him to anyone who needs a CPA. This was the easiest tax return I have ever done. Having a CPA with a large knowledge base makes things even easier. Rajiv is a great friend and advisor; I now have a CPA for life!

    Dr. Kamlesh P.