A well-prepared client makes a tax preparer’s day, so gather all your documents before your appointment. Start by reviewing last year’s tax return to refresh your memory on your income sources and expenses. Collect all relevant 1099 forms from your bank, which report your interest and dividend income, and include statements from any new bank accounts you opened during the year.

Next, gather all your W-2 forms for you and your spouse, if applicable. If you earn income from sources like an S corporation, partnership, estate, or trust, be sure to include all your K-1 forms. These documents ensure accurate reporting of your diverse income streams.

If you claim dependents, each must have a valid Social Security number. Bring documentation that verifies these numbers because incorrect or missing numbers can delay the processing of your return. Additionally, if you qualify for the Earned Income Tax Credit, provide proof that your dependents live with you. School or medical records can help confirm your claim.

For those who itemize deductions, collect documents such as your mortgage interest statement, property tax bill, and detailed records of your medical expenses and charitable contributions. If you don’t itemize, you might have fewer expenses to document, but double-check to ensure you have everything needed.

By organizing these documents in advance, you help your tax preparer complete your return accurately and efficiently. A little extra preparation now will save you time and prevent delays later. Get everything in order and head into your tax appointment with confidence, knowing that you’ve done all you can to ensure a smooth and successful filing process.