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What Documents do YOU need to File your Taxes?

By February 12, 2024Tax Strategy, Taxes

Welcome, fellow IRS haters! As tax season rolls around, it’s time to tackle the age-old question: What documents do you actually need to file your taxes? Well, strap in because we’re about to decode the mystery for you.


Every year, we field the same question: What documents are essential for filing taxes? The unfortunate truth is, there’s no one-size-fits-all answer. Your tax journey is as unique as you are. That’s why we’ve crafted an interactive organizer for our clients that takes the guesswork out of the equation. No magic lists here—just personalized prompts and tailored requests based on your individual situation.


Whether you’re a DIY tax warrior or prefer the guidance of seasoned pros, we’ve got your back. For the most common personal taxes, the most common documents you’ll need are probably W-2s, mortgage statements, bank interest, and maybe a state refund form. But fret not if tax jargon leaves you feeling lost. There are a lot of different types of tax software that can help you navigate all of this! It’ll hold your hand through the process, flagging essential documents along the way.


Now, let’s talk document hoarding 101. Repeat after me: When in doubt, save that document! (I know it doesn’t rhyme, I tried) Whether it’s a letter stamped “Important Tax Document” or a friendly email nudging you to log in, don’t hit snooze on saving those documents. Remember, the IRS waits for no one, and neither should you.


So, when it comes to tax documents, it’s a choose-your-own-adventure saga. Whether you’re navigating the maze solo or enlisting our trusty team, rest assured, we’ve got your back. After all, you’ve got your tax experts RIGHT HERE!!


Stay tuned for our upcoming video tackling the wild world of independent contractor taxes. Until then, stay savvy, stay sharp, and remember: the IRS may not be your BFF, but we sure are. Let’s keep those pockets lined and those taxes tamed!

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