January 15, 2025
Looking to have your taxes done professionally and don't know where to start?

Tax season can be a stressful time, but proper preparation can make the process smoother and more efficient. At Trivedi Tax & Advisory, we aim to simplify tax preparation for our clients. Whether you’re meeting with us for the first time or you’re a returning client, knowing what to bring to your appointment can save time and help ensure accurate filing.

Why This Information Matters

Bringing the correct documents ensures:

  • Accuracy: Reduces the risk of errors and omissions
  • Maximized Deductions: Ensures you claim all eligible credits and deductions
  • Faster Processing: Complete documentation leads to quicker filing and faster refunds
Key Tax Preparation Forms to Gather
  1. Personal Identification
    • A valid photo ID (driver’s license, passport, or state-issued ID)
    • Social Security cards for yourself, your spouse, and dependents (or ITIN if applicable)
    • Previous year’s tax return (if available)
  2. Income Documents
    • W-2 Forms: Provided by your employer, detailing your annual wages and tax withholdings
    • 1099 Forms: For freelance income, interest, dividends, retirement distributions, and more (1099-NEC, 1099-MISC, 1099-INT, 1099-DIV, 1099-R, etc.)
    • K-1 Forms: For income from partnerships, S corporations, estates, or trusts
    • Unemployment Income (1099-G): If applicable
    • Social Security Benefits (SSA-1099)
    • Documentation for any other sources of income, such as rental income, alimony (if applicable), or gambling winnings
  3. Deduction and Credit Documentation
    • Mortgage Interest Statement (Form 1098)
    • Property tax statements
    • Student loan interest statements (Form 1098-E)
    • Tuition payments (Form 1098-T) and related expenses
    • Childcare expenses with provider’s tax ID
    • Medical and dental expense receipts (if itemizing)
    • Charitable donation receipts
    • Investment-related expenses
  4. Bank Information
    • Bank account and routing numbers for direct deposit of your refund
  5. Health Insurance Information
    • Form 1095-A, 1095-B, or 1095-C (if applicable)
    • Records of Health Savings Account (HSA) contributions and distributions (Form 5498-SA, 1099-SA)
  6. Business and Self-Employment Documents (if applicable)
    • Income and expense records
    • Business-related receipts
    • Mileage logs and vehicle expenses
    • Home office deduction details
Tips for a Smooth Appointment
  • Organize Your Documents: Use folders or envelopes to keep papers sorted.
  • Make a Checklist: Cross off items as you gather them.
  • Ask Questions: Write down any tax-related questions you have.

At Trivedi Tax & Advisory, we’re committed to making your tax filing experience as stress-free as possible. Being prepared helps us serve you better and ensures you get the most out of your return. Book your appointment today and let us handle the rest!