We know tax season is not everyone’s favorite time of year. Taxes Made EZ is here to make your tax filing process as simple, easy, and stress-free as possible. Our team of experts has many skills and knowledge to take on any situation and maximize your benefits. There are several ways that you can prepare to simplify your process with our checklist for success. 

Gather some essential information and documents that will be necessary for filing including:

Social security number (SSN) for yourself, your partner, and any dependents

Taxpayer identification number (TIN), if applicable

Bank account information

W-2 forms for salaried employees (your employer should provide these)

1099 forms if you are self-employed, a contractor, or receive other income such as free earnings, investment dividends, or real estate sales

Unemployment forms (1099-G), if applicable

It is important to track your deductions and have this information handy when filing. Below are some examples. 

Medical and Dental Expenses: receipts for out-of-pocket medical costs, prescriptions, and insurance premiums

Education expenses: 1098 T-for tuition payments or 1098-E for student loan interest

Charitable contributions: proof of any donations made to qualified organizations

Mortgage Interest (1098): form from your lender for home loan interest

Childcare costs: payments made for child or dependent care, along with the provider’s TIN

Track Investment and Retirement Income

If you have an investment profile, you may need additional documentation as listed below:

1099-B: to report gains or losses from sales of stocks or mutual funds

1099-DIV/1099-INT: for dividends and interest income

Retirement plan contributions: keep records of contributions to IRAs, 401(k)s, or other retirement accounts

Required Minimum Distributions (RMDs): if you are over 72, track any mandatory withdrawals from your retirement accounts

Once you have gathered your information and documents, we'll take care of the rest! Our helpful, experienced staff will walk you through the filing process and help you devise the best strategy for your situation. Our job is to take the burden off your shoulders and give you a sense of relief knowing that a team of experts is handling your taxes. 

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Experience the peace of mind that comes with professional tax support. 

Call (856) 232-0958 or schedule a call today to learn how proactive tax planning and preparation services can benefit you. Your financial success is our priority.