Accurate, confidential tax preparation with virtual service options for individuals and small businesses.
Prepared by Nay Charles, Tax Professional
407.460.0919
When meeting with a tax preparer to file your taxes, you should gather and
provide the following information and documents to ensure an accurate and efficient process:
Personal Information
1. Identification
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Government-issued photo ID (e.g., driver’s license
(photo ID cannot be expired)
-
Social Security Numbers (SSN) or Individual Taxpayer Identification Numbers
(ITIN) for you, your spouse, and dependents.
-
Copies of last year’s tax return (if switching preparers or filing for the first time).
-
Protection PIN if you have one
2. Filing Status
How do you plan to file?
-
Single, Head of Household, Married Filing Jointly
or Married Filing Separately
-
Divorce or separation agreements, if applicable.
3. Bank Account Details
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Bank routing and account numbers for direct deposit or payment.
Income Documents - (e.g., W-2, 1099,
Deduction & Credit Documents (If applicable) - 1095-A, etc.