If you are like most individuals, you wait until tax time to start putting together all of the documents needed to file your tax return. A little planning throughout the year will make for less stress when reviewing the list of required documents to complete your tax return. In this short video, we’ve broken down what to keep, helpful sorting tips, and how to stay organized moving forward.

What to Keep:

  • Sources of income and cash
  • Financial information
  • Receipts for deductions

Helpful Organization Tips:

  • When in doubt, save the document
  • Keep all of your documents in one place
  • Sort your items into income, business, adjustments, deductions, credits, and other
  • Create a list of expected items to watch for
Let us help guide you through this tax season. Our dedicated team is here to help!