Tax preparation

In general, we will need all documents and information supporting income and tax-deductible expenses to prepare personal Federal tax returns. These documents vary depending on the types of income and expense you have, the types of savings or investments you have, and whether you are employed vs. self-employed. Below are several scenarios. Please look through the ones that apply to you for the types of documents and information that are necessary to prepare your Federal tax return.

Employed


Self-employed


HEALTH CARE COVERAGE


Retirement income/contributions or accounts


Have savings and/or brokerage accounts


Own your own home


Have children


Own a rental property


Miscellaneous