You are currently viewing What documents should I bring to my Tax Preparer?

What documents should I bring to my Tax Preparer?

What documents should I bring to my Tax Preparer?

The filing and payment of taxes can be a very easy and straightforward process for some people while for others, it’s a huge task that they need help with. Tax situations differ due to people’s unique sources of income, tax history, financial situation, and so on.

If you are struggling with your tax filing, you do not have to do it alone. Hiring the services of a qualified tax consultant will go a long way in helping you resolve your tax debts the correct way.

A tax accountant or a tax preparer will help stay on top of all your tax payments. All you need to do is supply them with the right information by giving them all the documents that they require to do their job properly.

When you’re filing your taxes yourself, things are quite different because all the responsibility falls on you, but when someone is doing it on your behalf, they will be held responsible if anything goes wrong.

When going to your tax preparer’s office, there are certain documents that you are expected to bring along.

A lot of people are clueless about what documents are expected from them when going to their tax preparer’s office. This post will help enlighten you by giving you an insight into the documents that a tax preparer needs from you during the tax preparation process.

What documents are needed for Tax Preparation?

The following documents should be taken with you to your tax preparer’s office:

  1. Identification

Your tax preparer is going to need a form of valid identification like your driver’s license, state ID, or passport. They need this so that they can identify you and verify that the person who is filing the tax return is indeed the person whose name is mentioned there.


  1. A copy of your social security card

This is to confirm that your social security number is correct. Even though most people can boast of knowing their social security number by heart, sometimes, they may miss a number or two. This is why it is absolutely necessary to bring a copy of your social security card with you to your tax preparer’s office.


  1. Proof of income

Be it a 1099, W-2, or random income, taxpayers are expected to provide proof of their income (both earned and unearned).


  1. Proof of expenses

On every taxable income you earn as a taxpayer, you are allowed some deductions. Some of these deductions include; mortgage interest, job-hunting expenses, business expenses, self-employment expenses, and IRA contributions.

When you provide the documents that have these expenses stated, you should be able to shrink your tax burden further.


  1. Proof of loss

If you have been a victim of an unexpected loss like theft or a disaster that has severely affected your finances, there are provisions in the IRS tax code for you.

To access these provisions, you’ll have to present documents that prove the loss, rebuilding costs, and so on. There is also provision for victims of natural disasters.


  1. Payment method

There are different payment methods. Providing proof of your payment method is crucial to show that you actually made payments and to confirm if you qualify for a refund.


How to prepare for a tax appointment

Before going for your tax appointment, you need to put a few things in place. The following tips should help;

  1. Keep a clear head and be free of attitude
  2. Bring along the documents we listed above
  3. Decide if you’re filing for an extension
  4. Plan ahead for a refund
  5. Get a copy of last year’s refund

Need help filing your taxes? Then do not hesitate to reach out to us now!

About us

We are a tax relief firm dedicated to giving you the best results regarding resolving your tax debts. Our team of qualified professionals is available round the clock to provide you with the assistance you need. Contact us now at 888-585-8629 or 617-430-4674 or send us an email at

For more information, email



Internet subscribers, users, and online readers are advised not to act upon this information without seeking the service of a professional accountant. Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties, of any kind, under U.S. federal tax laws.