Tax Preparation Checklist

  • Start preparing early for your tax appointment by compiling a list of the documents you expect to receive based on last year’s statements and this year’s activities. Collect documents and information into a central file as it is received throughout the year.

  • Contact your tax preparer early to reserve a convenient time for your appointment. Choose a time when you expect to have all the necessary documents. If you are not sure of what documents you will need, call Maximum Return to discuss it before going into the office.

  • Your tax return can be done more accurately and in a shorter period of time if all of the information is available at the initial appointment, so being organized can help both you and your tax preparer.

     Click here for a list of things to bring to your tax appointment