PROVIDING TAX DOCUMENTS --- As we move towards a paperless environment, please be aware that we will not be mailing back original documents. If you are mailing or dropping off your tax documents, please provide us with copies of originals you wish to keep. We will scan documents and shred originals unless you make plans to pick up.
For documents provided electronically, please send them in PDF format. Other formats (JPEG, TIFF, etc.) are not compatible with our tax software.
- ESTIMATED TAX PAYMENTS---If you made any estimated tax payments to the IRS and any state or local taxing authority for 2024 please provide the amounts and the dates paid.
- DONATIONS---Receipts for charitable gifts made during 2024 are not needed. Please provide totals of donations and totals of non-cash donations for 2024 and keep the receipts for your files. If you provide the originals, they will be scanned and shredded, but not returned to you. If you made larger gifts of stock, art, or other appreciated property in 2024 please contact your tax preparer.
- CHILD CARE COSTS---If you incurred childcare costs during 2024, please provide the name, tax ID, mailing address and amounts paid to each provider, and a total for each child. If we have this information on file from the prior year tax return then we will only need the amount paid for 2024.
- NEW OR CLOSED ACTIVITY FOR 2024---If your employment changed, you opened or closed an investment account, switched the companies that you take IRA distributions from, refinanced your mortgage, or had any other activity that was new for 2024 please note in your organizer to let your tax preparer know.
- HEALTH INSURANCE AND MEDICAL EXPENSES--Please provide the totals paid for health insurance premiums and totals paid for out-of-pocket medical expenses for the year. If you purchased your health insurance through the marketplace and/or received a Form 1095-A, please provide your preparer with your documents. Please do not provide receipts for any other medical expenses, just the total paid for the year. For a more detailed list of types of medical expenses you can deduct, please refer to your organizer.
DELIVERY OF TAX RETURNS---We will send tax returns electronically to our clients using SafeSend. SafeSend provides clients with copies of their tax returns, forms which need to be signed, payment vouchers, and estimates for 2025. If you have a preferred email that is different or has changed from the one we usually use for correspondence, please let us know so we can update our records.