What documents do I need to bring with me to have my taxes prepared?

When preparing to have taxes completed by a professional service like Liberty Tax Service, it is essential to gather several important documents to ensure an accurate and efficient tax preparation process. First and foremost, individuals should bring their Social Security card or another identification number for themselves and any dependents. Next, it is helpful to have all income-related documents, such as W-2 forms from employers, 1099 forms for self-employment, interest, dividends, and any other income sources. Furthermore, taxpayers should bring records of deductible expenses, which may include receipts for medical expenses, mortgage interest statements, property tax documents, and any 1098 forms for educational expenses or student loan interest. For those who may qualify for tax credits, documents related to childcare, investments, and retirement contributions should also be included. Additionally, it is advisable to bring a copy of last year's tax return, as it can provide helpful context for the tax preparer. To ensure a complete list of required documents, individuals may want to check the official website for Liberty Tax Service for updated guidance on tax preparation.