For comprehensive tax preparation, please provide:
Income documents:
- W-2 forms from employers
- 1099 forms (for independent contractors, interest, dividends, etc.)
- Business income records (if self-employed)
- Rental property income
Deduction and credit documentation:
- Business expenses and receipts
- Home office information (if applicable)
- Charitable contribution receipts
- Mortgage interest statements
- Property tax records
- Medical expense records
- Retirement account contributions
- Education expenses
Additional information:
- Prior year’s tax return
- Social Security numbers for you and dependents
- Banking information for direct deposit
Every business is unique, so once we understand your specific situation, we may request additional documentation. At Archer Lewis, we’ll work closely with you to ensure we have everything needed to maximize your tax benefits while maintaining compliance.