When meeting with your tax preparer, having all the necessary documents can make the process smooth and stress-free, especially when you trust a professional team like Fricke & Associates, LLC. Our expert CPAs offer comprehensive tax preparation services that take the guesswork out of filing your taxes. Our personalized approach ensures that all the details are managed efficiently, helping you get the most out of your return. Whether it’s individual taxes or complex business filings, we’ve got you covered.
Personal Information
Ensure you have Social Security cards or taxpayer-identification numbers for yourself, your spouse, and any dependents. This helps verify identities and ensures accuracy on your tax return.
Income Documents
Gather all forms that show income, including:
- W-2 forms: These come from employers showing your annual wages and tax withholdings.
- 1099 forms: If you’re a freelancer or receive additional income, 1099s will capture those earnings.
- Self-employment income: Bring any records of income from freelancing or small business ownership, as well as details about business expenses.
Expense and Deduction Records
Maximizing your tax deductions and credits is critical to minimizing your tax bill. Have records of:
- Medical expenses, such as out-of-pocket costs for prescriptions, hospital visits, or insurance premiums
- Charitable donations, whether cash or physical items
- Educational expenses, including tuition or interest on student loans
- RA Contributions, including traditional or Roth IRAs for retirement savings.
- Contribution to Health Savings Account, used for qualifying medical expenses.
Real Estate Information
If you own a home, bring your mortgage interest statement and property tax records, as these can be used to reduce your taxable income.
Investment Information
Bring all documentation on stock sales, dividends, and capital gains or losses. Any interest earned or losses from investments need to be reported, and your tax preparer will use this information to calculate your taxes accurately.
Last Year’s Tax Return
If you’re switching to a new tax preparer this year, bring a copy of last year’s tax return. This can help your preparer identify potential carryovers and ensure nothing is overlooked.
Why Choose Fricke & Associates, LLC?
At Fricke & Associates, LLC, we are committed to offering professional and reliable tax preparation services to individuals and businesses. Our experienced team will ensure every detail is accounted for, saving you time, stress, and money. Whether you’re dealing with personal taxes or more complex business filings, we’ve got you covered.
Conveniently located in Marietta, Peachtree Corners, and Atlanta, Fricke & Associates is here to assist with all your tax needs. Call us today at (770) 285-5981 to schedule a consultation with one of our expert tax preparers, and let us help you maximize your tax savings this year!