6 Things to Get Organized Before Meeting with Your Accountant Part 2

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.


3. Wage Statements. Company employees will receive a W-2 wage and tax statement from their company. If you do not receive your W-2 form from your employer, make sure to call and figure out why you didn’t receive it. Independent contractors and freelancers will receive a Form 1099-MISC from each client they worked that year. Bring all forms to your accountant.

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4. Additional Income Statements. These statements include interest and dividend income from investments, unemployment income, or social security income. If you receive these statements, make sure to add them to the other forms you are taking to your accountant.