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Documents to Take to Your Accounting Appointment

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Doing taxes is a task that most people do not look forward to doing. Hiring an accountant to help takes the burden and confusion off your shoulders. Once you find an accountant long island ny, schedule an appointment. To get the most out of the appointment, bring these documents with you. This will make it easier on you and the accountant.

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Identification Documents

Accountants will need verification of how to spell your name to enter it into your form. The easiest way to fulfill this is to bring your social security card. Your address and social security number are also used. If you do not have your card, bring a former tax return. Other official documents with all three pieces of information will also suffice.

Income Documents

The most common form of an income document is a W-2, which describes salary and wages. Depending on your lifestyle, you could have more. There are separate forms for Social Security benefits, dividends, and self-employment income to name a few. They will arrive in your mail so keep a look out so you can place them in a safe place.

Expense Documents

Last, but not least, you will need expense documents. Similar to income documents, these will vary from person to person. You might not receive a form for every expense, so make sure to mention it during your appointment. A few examples are personal property tax, medical expenses, and Form 1098-T for higher education tuition.

If you bring all the mentioned documents, your appointment with the accountant will go smoothly. If you cannot find all of the documents you need, there are solutions. The IRS can give copies if requested. Your employer or investment brokers could also help out, depending on what documents are missing. If you are not sure if you need to bring a specific document, bring it just in case.