STEPS TO TAKE BEFORE YOU PREPARE YOUR TAXES
- Choose a Preparer.
- Schedule an Appointment.
- Gather Your Documents.
- Round Up Your Receipts.
- List Your Personal Information.
- See If You Need an Extension.
- Plan Ahead for Any Refund.
- Find Last Year's Return.
Whether you do your own taxes or hire someone else to handle it, keeping good records will save you time and, in the case of a paid preparer, money. The earlier you start, the more smoothly it should go, and the sooner you'll have put the process behind you for another year.
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.