Bryan Strike, MS, MTx, CFA, CFP®, CPA, PFS, CIPM, RICP®
Director, Financial Planning
As tax season approaches, organizing your documents is crucial for a smooth and stress-free filing process.
Whether you’re preparing taxes yourself or seeking assistance from a professional, having all the necessary documents at hand is paramount. Here’s a comprehensive guide on the essential items to collect before diving into your tax preparation.
Prior Year Tax Return
Income
Deductions
Homeownership
Health Insurance
Miscellaneous
Before you begin the process of filing your taxes, take the time to gather all the necessary documents and information. Being organized and having everything you need at your fingertips can streamline the tax preparation process and ensure that you take advantage of all available deductions and credits.
Whether you’re filing your taxes independently or seeking assistance from a tax professional, having the right documents collected in advance will make the process smoother and less stressful. By following this guide and collecting the essential items mentioned, you’ll be well-prepared to tackle your taxes with confidence. Did you know that Mercer Advisors prepares tax returns for clients? If you’re interested in learning more, contact your advisor. Not currently working with Mercer Advisors, contact us.
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