COVID-19 update: A message from our partners

Read more
Open Mobile Navigation
330.492.0094

You NEED These Documents to File Your Taxes!

2/5/2020

It’s easy to get inundated with documents during tax season. You can receive documents from many different organizations, including employers, financial institutions and others. Many documents are now also being sent via e-mail, which increases the likelihood they could get lost in your inbox.

As tax season is quickly approaching, here are some of the documents to be on the lookout for:

It is best to use last year's tax return PLUS a tax organizer to ensure you have all the proper records needed to accurately prepare your tax return. The organizer is especially helpful as there are a list of questions to help you jog your memory to recall certain events that have taken place over the past year that might have a tax consequence. If in doubt, save the documentation, proof of payment and any receipts!

Contact 415 Group today to learn about our tax services

© 2020 All rights reserved.