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  • Paul Carrano

Happy New Year from Certainty Tax Advisors!

Gearing Up for Tax Season: Your Essential Checklist





As the New Year unfolds, it's time once again to gear up for the tax season. At Certainty Tax Advisors, we're excited to assist you in navigating this tax season with ease and precision. To ensure a smooth and efficient process during your appointment, we've compiled a checklist of important documents you should gather. Remember, being prepared not only saves time but also helps in maximizing your tax benefits.


Essential Documents for Your Tax Appointment:

  1. W-2 Forms: These forms from your employer show your annual earnings and tax withholdings.

  2. 1099 Forms: This includes various types like 1099-MISC (Miscellaneous Income), 1099-R (Distributions from Pensions, Annuities, Retirement, etc.), SSA-1099 (Social Security Benefits), 1099-INT (Interest Income), 1099-DIV (Dividends and Distributions), 1099-B (Brokerage and Barter Exchange Transactions), and others.

  3. Mortgage Interest Statements (Form 1098): For those owning a home with a mortgage.

  4. Tuition Statements (Form 1098-T): If you or your dependents are attending college.

  5. Student Loan Interest (Form 1098-E): For those paying interest on student loans.

  6. Small Business Information: Include your Profit/Loss statements along with income and expense details.

  7. Rental Property Information: If you own rental property, include income and expense information.

  8. Unemployment Insurance Income (Form 1099-G): Especially important given the recent economic climate.

  9. Online Sales Information (Form 1099-K): If you have income from online sales.

  10. Other Income Tax Documents: Any other documents that report income.


Additional Financial Documents for Review:

  • Investment Statements: This includes 401K, 403B, 457 plans, brokerage statements, IRAs, Roth IRAs, etc.

  • Recent Life Insurance Policy Statements: Helps in understanding your financial landscape.


Keep Us Updated!


Your life changes, and so do your tax needs. Please inform us of any significant changes such as:

  • Home or business address

  • Email address

  • Phone number

  • Job changes

  • Marital status

  • Number of dependents

  • Bank account details

  • ID or license expiration


Keeping us informed ensures we provide the most accurate and beneficial tax advice tailored to your current situation.


Tax Season Office Hours:

  • Monday to Thursday: 10:00 AM - 6:00 PM

  • Friday and Saturday: By Appointment Only


We look forward to seeing you soon and helping you navigate this tax season with confidence and clarity. Here's to a prosperous and organized year ahead!

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