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Tax Preparation



Good tax preparation helps you get the most of your visit with your accountant.  Below are some guidelines to follow when preparing for your tax appointment.

Remember the "Rule of 6 Ps":

Documents to Take to Your Tax Preparer
  • Social Security Numbers for all members of the family
  • W-2s for self and spouse
  • All 1099 forms received
  • Home purchase, sale and improvement documentation
  • Medical expenses
  • Mileage driven to receive medical services
  • Charitable contributions
  • Expenses you had to pay as an employee (uniforms, mileage, dues, etc.)
  • Mortgage interest paid
  • Tax preparation costs paid, safety deposit box fees paid, any other "miscellaneous deductible" items.


  • Record of all income, including 1099 forms received
  • Business travel records and amount spent
  • Auto mileage records including mileage log and auto expenses paid
  • Amount spent for your meals in the course of business (along with who you were with and what you did)
  • Records and amounts for any assets you purchased and sold
  • If your business is in your home, records of repairs, rent, utilities and other payments made for the whole house AND those specifically for your office space
  • Bank charges
  • Interest paid on business expenses

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