Tax documents
It’s that time of year again. We’ve all been getting tax statements in the mail for the past few weeks. Most of your tax documents should be received by January 31st. Then it’s time to get your taxes done. Remember to bring all information to your tax preparer so they can enter the most accurate information for you. We all know about the W-2’s, mortgage interest statements, interest received from bank accounts, income from stock sales, and school grant information. It’s also important to bring in any information about charitable contributions, work expenses that have not been reimbursed, rental income/expenses, child care expenses, IRA contributions, business related expenses and moving expenses.
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