What To Bring For Your Tax Appointment

Getting organized to prepare for your tax appointment can save you a ton of time, and is well worth the effort.

If it’s just after tax season, this list will help you know what documents to keep an eye out for throughout the year and set aside. If your tax appointment is right around the corner, this list is a great resource to help you track down the right documents.

With all of the changes every year (and, of course, that’s especially true THIS year), filing your taxes on your own is not for the faint of heart. That’s even with nice-looking softwares on the market which purport to make it easy for you.
 

But that’s what we’re here for.

Let us be your easy button in San Antonio.

Filing your taxes on your own is not for the faint of heart. That’s even with nice-looking softwares on the market which purport to make it easy for you.

But that’s what we’re here for. Let *us* make it easy for you.

Below is a list of what you will need during the tax preparation process. Not all of them will apply to you — probably MOST will not. Nonetheless, it’s a useful checklist.

Before you get overwhelmed: yes, this is a long list — but it’s the unfortunate reality of our tax code that it’s not even comprehensive! But these items will cover 95% of our clients. Really, this is for ensuring that we’re able to help you keep every dollar you can keep under our tax code.

Also note: Certain deductions went away this year, that we’re used to handling on behalf of our clients. And some that you might be used to as well. This list has changed a little, and I’ve notated additional changes coming down the pike.

But again … we will be your guide. That’s what we’re here for.

Even if for some strange reason you won’t be using our cost-effective services this year, feel free to use this list as a handy guide…

Tax Preparation Checklist

R

Personal Data

  • Social Security Numbers & DOB (including spouse and children)
  • Child care provider tax I.D. / SSN and address
R

Employment & Income Data

  • W-2 forms for this year
  • Tax refunds and unemployment compensation: Form 1099-G
  • Miscellaneous income including rent: Form 1099-MISC
  • Partnership, trust, and S-Corporation income: Form K-1
  • Pensions, annuities, retirement or profit sharing plans, IRAs, etc.: Form 1099-R
  • Alimony received (including payer’s SSN) if divorce finalized prior to 1/1/2019
  • Jury duty pay
  • Gambling and lottery winnings: Form W-2G
  • Prizes and awards
  • Scholarships and fellowships
  • Social Security income: Form SSA-1099
  • Transfer of stock options exercised: Form 3922
R

Health Insurance Information

  • All 1095-A Forms from marketplace providers (if you purchased insurance through a Marketplace)
  • Records of credits and/or advance payments received from the Premium Tax Credit (if claiming)
R

Homeowner/Renter Data

  • Residential address(es) for this year
  • Mortgage interest: Form 1098
  • Sale of your home or other real estate: Form 1099-S Second mortgage interest paid
  • Real estate taxes paid
  • Rent paid during tax year
  • Settlement statement for any real estate purchased or sold during the year
R

Deduction Documents

  • State and local income taxes
  • IRA, Keogh and other retirement plan contributions
  • Medical expenses
  • Casualty or theft losses
  • Other miscellaneous deductions
  • Educator expenses
R

Financial Assets

  • Interest income statements: Form 1099-INT & 1099-OID
  • Dividend income statements: Form 1099-DIV
  • Proceeds from broker transactions: Form 1099-B
  • Retirement plan distribution: Form 1099-R
  • Capital gains or losses
R

Financial Liabilities

  • Auto loans and leases (account numbers and car value) if vehicle used for business
  • Student loan interest paid: Form 1098-E
  • Early withdrawal penalties on CDs and other fixed time deposits
R

Expenses

  • Gifts to charity (receipts for any single donations of $250 or more, and non-cash donations of $500 or more)
  • Unreimbursed expenses and mileage related to volunteer work
  • Education expenses (tuition and fees)
  • Child care expenses
  • Medical Savings Accounts and Health
  • Savings accounts: Form 1099-SA
  • Adoption expenses
  • Alimony paid (including payee’s SSN) if divorce finalized prior to 1/1/2019
R

Automobiles

  • Personal property tax information
  • Department of Motor Vehicles fees (only if including sales or property tax)
  • Sales tax on purchase
R

Self-Employment Data

  • Estimated tax vouchers for the current year
  • Self-employment income
  • Self-employment SEP plans, Simple IRA
  • Self-employed health insurance (do not include COBRA)
  • K-1s on all partnerships
  • Receipts or documentation for business-related expenses
  • Farm income and expenses
  • Rent income and expenses

We’re here to help

Let us know if you have any questions.… Fill in the form below, call at (210) 862-9292 or Email Us.



    What our Clients are saying

    When did you first become a client? • Longhorn Concrete Co. (LHC) became a client the 4th Quarter of 2017 What is your overall feeling about our firm? • Could not be more pleased --- wonderful firm Describe a particular experience with us that made you very happy? • Hard to describe just one… I like how proactive and expeditious Mike is in handling our needs. Was there any matter or office procedure that you feel could be improved upon? • No. Describe the one or two benefits you have received from us that you value the most. Please be specific, and tell us how these benefits improved your life. • Knowledge of the latest tax laws applying to our industry • Very Accessible to discuss & get clarification on tax issues in order to make the correct decision for our business • Very easy to talk to and has an ability to bring tax issues to a level that is easy for us to comprehend I do not mind if you use my name in any or all of your promotional materials. • The LHC Team would highly recommend Michael A. Essick, CPA and would be glad to be a part of any promotional materials or reference list.

    Internal Client Review

    I trust Mike to do what he says, when he says he will do it. - Alex S

    He does what he says