Tax Filing Preparation

Gather everything before tax season.

person Sarah Chen checklist 10 items favorite 40 bookmark 22

radio_button_unchecked Collect all W-2 and 1099 forms

radio_button_unchecked Gather receipts for deductions

radio_button_unchecked Download mortgage interest statement

radio_button_unchecked Compile charitable donation receipts

radio_button_unchecked Review medical expense records

radio_button_unchecked Check student loan interest statement

radio_button_unchecked Organize self-employment income records

radio_button_unchecked Review last year's tax return

radio_button_unchecked Choose filing method (software or CPA)

radio_button_unchecked File before the deadline