What documentation do I need to bring for my tax appointment?
For your tax appointment with Authority Tax Services, it is important to bring essential documentation to ensure an efficient and accurate
1. Personal identification: a valid photo ID (driver's license, passport, etc.) for you and your spouse (if applicable).
2. Social Security numbers or tax identification numbers (TINs) for yourself, spouse, and any dependents.
3. W-2 forms: all wage and earning statements received from employers.
4. 1099 forms: for any income from freelance work, rental property, or investment accounts.
5. Income records: documentation for additional income sources, such as dividends, interest, and retirement.
6. Expense receipts: receipts or statements for deductible expenses, including mortgage interest, property taxes, and medical costs.
7. Self-employment paperwork: if you are self-employed, bring records of income, expenses, and business assets.
8. Deduction details: documentation for any potential deductions, such as education expenses, charitable donations, and unreimbursed business costs.
By gathering these important documents, you will ensure a smooth tax preparation process with our experienced team at Authority Tax Services....