6 Things to Get Organized Before Meeting with Your Accountant Part 1

Tax season is upon us, now is the time to get prepared and organized. Getting your taxes done is already stressful enough, being organized can ease some of the stress for you and your accountant. Make sure to bring these things to your accountant when preparing your taxes.


1. Identification Information. Identification information is needed for you and all of your dependents. Make sure to bring social security cards for everyone that is being claimed on the tax return. Social security numbers, names and dates of birth are all needed for tax returns. Also, bring a second form of id such as a driver’s license, military ID, or any state-issued picture ID card.

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2. Copy of Last Year’s Tax Return. This helps your accountant access information and calculate certain deductions easily.  Your accountant could find possible discrepancies and guide you in the right direction to get them cleared up.