Tax season is upon us, and now is the time to start preparing your personal tax returns for 2024. Whether you’ve been gathering your documents over the past few months or you’re just starting to tackle your taxes, it’s important to be organized and ready to submit everything on time.

To help you get ahead, we’ve put together a handy checklist of the key documents you’ll need to gather. Many of these documents should already be available to you through your employer’s website, your bank’s online portal, or your brokerage firm’s platform. If you haven’t received any of these yet, be sure to log in to these websites and download them as soon as possible.

Here’s what you’ll need:

• W-2 forms (for employees)

• 1099 forms (for contractors, freelance workers, or other sources of income)

• Bank statements (for interest and dividend income)

• Brokerage statements (for investment income)

• Mortgage interest statements (Form 1098)

• Charitable donation receipts

• Health insurance coverage forms (Forms 1095-A, B, or C)

• Any other relevant documents from your financial institutions or employers

As tax season can be a busy time, we ask that you send us these documents as soon as possible so we can ensure everything is in order and you meet any important deadlines.

If you have any questions or would like to schedule a call to discuss your tax situation in detail, don’t hesitate to reach out. We’re here to assist and make the process as smooth as possible for you!

Looking forward to working with you on your 2024 tax return!