Being over prepared to file your Taxes is always better than having important information missing.
Important questions that we ask are the following:
- Are you filing with a spouse?
- Will you report dependents?
- Do you receive a W2 or 1099 ?
- Are you a homeowner?
- Are you or a dependent a student?
- Do you have your own business?
Knowing the answers to these questions will help you know what items to present to your tax preparer.
Attached are the lists of what to bring: English and Spanish.