What documentation do you require to get started?

When beginning the process with Wall & Associates, individuals or businesses typically need to prepare certain documentation to ensure a smooth and efficient experience. Generally, this documentation may include personal identification, such as a Social Security number or tax identification number, as well as proof of income. This could encompass W-2 forms or 1099 forms from employers or clients. Additionally, applicants may be asked for records of any deductions or credits they plan to claim. This documentation might include receipts for business expenses, tuition payments, medical expenses, or donations to charitable organizations. If an individual or business is dealing with any previous tax issues, they may also want to gather documents that detail past tax returns, notices from the IRS, or any other relevant correspondence. It is essential to review the specific requirements on the current Wall & Associates website, as they can provide the most accurate and detailed information tailored to individual needs. Collecting this information in advance can expedite the process and help ensure that the consultation is as productive as possible.