09/15/2026
For the clients, here are practical tips to help make tax preparation smoother:
— Upload all tax documents you receive, including W-2s, 1099s, K-1s, mortgage statements, investment statements, and other income documents.
— Provide your business income and expenses if you are self-employed or own a business. Make sure your bookkeeping is updated for the full tax year.
— Send documents as you receive them rather than waiting until everything is collected.
— Review last year's return to identify documents or deductions that may also apply this year.
— Tell about major life changes, such as marriage, divorce, a new child, moving, buying or selling a home, starting or closing a business, or retirement.
— Report major purchases or sales, including vehicles, equipment, real estate, businesses, stocks, or cryptocurrency.
— Provide estimated tax payment details, including the amount, date, and whether the payment was made to the IRS or a state.
— Include charitable contribution records and other potentially deductible expenses.
— Upload any IRS or state notices you received during the year.
— Do not send duplicate documents unless you are providing a corrected or updated version.
Happy Accounting!
