Preparing for Your Tax Appointment: A Comprehensive Checklist of Required Documents and Information by
Postema Accounting Solutions
Preparing taxes can be a confusing and frustrating process. But it doesn’t have to be!
We are here to help make tax preparation as simple as possible.
Below you will find a list of all the required tax preparation items:
Required Tax Preparation Items:
Copy of last year’s tax return
Full legal name, social security #, and birthdates of all individuals represented on tax return
All W-2s
All 1099s (Miscellaneous income i.e. rental, non-employee income, etc.)
All 1098s (Interest statements, mortgage statements, etc.)
1098Ts for college students
Child Tax Credit Letters
Stimulus Letters
Medical Equipment
Donations – Cash and Physical Goods
Work Related Expenses
Property tax statements
All 1098s (Interest statements, mortgage statements, etc.)
1098Ts for college students
Child Tax Credit Letters
Stimulus Letters
Preparing for Your Tax Appointment: A Comprehensive Checklist of Required Documents and Information by Postema Accounting Solutions
Preparing taxes can be a confusing and frustrating process. But it doesn’t have to be! We are here to help make tax preparation as simple as possible.
Below you will find a list of all the required tax preparation items:
Required Tax Preparation Items:
Copy of last year’s tax return
Full legal name, social security #, and birthdates of all individuals represented on tax return
All W-2s
All 1099s (Miscellaneous income i.e. rental, non-employee income, etc.)
All 1098s (Interest statements, mortgage statements, etc.)
1098Ts for college students
Child Tax Credit Letters
Stimulus Letters
Medical Equipment
Donations – Cash and Physical Goods
Work Related Expenses
Property tax statements
All 1098s (Interest statements, mortgage statements, etc.)
1098Ts for college students
Child Tax Credit Letters
Stimulus Letters
Postema Accounting Solutions is
here to meet your individual and
small business tax preparation as
well as your small business
accounting needs.
Quick Links
HOME
ABOUT
SERVICES
CUSTOMER SUPPORT
CONTACT
Contact Us
2014 Baltimore
St, Suite 4 Defiance, OH 43512
Office Hours:
Monday — Friday
9:00am – 5:00pm
Evenings and Weekends By Appointment
Follow Us
Postema Accounting Solutions is
here to meet your individual and
small business tax preparation as
well as your small business
accounting needs.
Quick Links
HOME
ABOUT
SERVICES
CUSTOMER SUPPORT
CONTACT
Contact Us
2014 Baltimore
St, Suite 4 Defiance, OH 43512
Office Hours:
Monday — Friday
9:00am – 5:00pm
Evenings and Weekends By Appointment
Follow Us