What To Bring When Meeting With A Tax Professional
If you are ready to file your tax return, then you might be thinking about hiring a tax professional. If this is the case, then you probably want to make sure that you are well-prepared for your meeting with one of these professionals. If you bring the things below — as well as anything else that your tax professional might ask you for — then you can help ensure that you bring everything that is needed so that you can file your taxes. This can make things easier and speed things along; then you can make sure that your tax return is prepared properly, and you can avoid any delays in the process.
Your Driver's License or Other Government ID
You are probably going to need to be able to prove that you are who you say you are when meeting with a tax professional. Therefore, you should know that these professionals typically require you to bring along your government ID, such as your driver's license. They might even make a copy of your government ID so that they can submit it with your tax return or so that they can keep it for their records.
A Copy of All Tax Forms You've Received
You might have received a few tax forms in the mail in the weeks leading up to tax return season. For example, you might have received a tax form from your employer that lists how much money you have made throughout the year. If you have investment accounts or if you have won money through the lottery or at a casino, then you might have received tax forms for these things, too. Make sure that you bring along all tax forms that you have received in the mail so that your tax professional can use them when filling out your tax return.
Last Year's Tax Return
If you filed taxes last year, make sure that you bring along your tax return from last year. Your tax professional can use this as a guideline for filling out your tax return this year, so this can help with accuracy and speed.
If you are going to be meeting with a tax services professional, then you make sure that you bring the things listed above. Additionally, bring along anything that you think might be useful or that your tax professional might have told you to bring. By being well-prepared when you arrive for your meeting, it should be pretty easy for you to have your taxes done.