Antonio J Matos EA›
As tax season approaches, ensure you have everything in order for a stress free filing . Here’s a checklist to help you gather what you need: 1. Social security numbers for yourself,spouse, and dependents. 2. Personal identification like drivers license or State ID. 3. W-2’s from all employers,1099 forms for freelance work ,dividends or other income . 4. Income records from side gigs, rental properties or investments. 5. Mortgage Interest and property tax statements.Records of any home improvements that qualify for credits . 6. Business-related receipts and documentation. 7. Brokerage statements ( 1099-B) and records of any investment transactions. 8. Receipts for deductible expenses like medical bills, charitable donations,and education expenses. 9. Healthcare documents like 1095-A, 1095-B or 1095-C for health coverage. 10. Contributions to IRA or other retirement accounts. Remember this is a general guide,and your situation may require additional documents.Always consult with a tax professional. Ready to tackle taxes with confidence? Let’s do this...



