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A Tax Prep Cheat Sheet from Our NYC Professional Organizer

Messy desk

A Tax Prep Cheat Sheet from Our NYC Professional Organizer

March has arrived, and you know what that means: that dreaded tax deadline is just one month away. Our NYC Professional Organizer understands that tax preparation is stressful, whether you’re filing on your own or with the help of an accountant. However, by breaking the process down into more manageable steps, you’ll save yourself a lot of anxiety and perhaps even see a larger number on your return.

Begin by gathering all of the pertinent documents. Our NYC Professional Organizer has compiled the following list of paperwork that you will need to have on hand when you go to file your taxes.

  • Your Social Security Number (SSN) and business Tax ID Number
  • Statements of wages and income such as W-2s, 1099s and 1098s
  • Brokerage statements
  • Records of any taxes you’ve paid during the last year
  • Receipts for charitable donations
  • Documents detailing the interest paid on your mortgage or student loans
  • Retirement account contribution documentation
  • Documentation for the cost of childcare and/or education
  • Medical Cost Receipts
  • Paperwork for any other tax-related income and expenses

Simply having all of your documentation together can take a huge weight off of your shoulders. The next step: follow our paper filing tips to be sure that all of this paperwork is organized when you sit down to prepare your return. Stay tuned for our top paper filing tips and for now take a break – you’ve earned it! Looking to get all of your tax information gathered and filed in one fell swoop? Reach out to our NYC Professional Organizer for a one-on-one session.

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