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Best Practices for Document Preparation


To help ensure our appointments are as productive and timely as possible, we ask that you send them to us before your appointment so we have time to input and review the data before our meeting. When preparing your documents to send (or bring) to us, we recommend following these guidelines:

  • Have a separate document for identification (if required). This can include items such as a Social Security Card, Drivers License, Passport, Green Cards, Government issued picture IDs, Service Cards, etc.

  • If you own a business, keep the related documents in its own file. Keeping personal and business documents separate helps avoids confusion. If you own multiple businesses, keep each of them in a separate file.

  • Try to keep the same type of documents grouped together, for example W2's, 1098's, etc.

  • If physically bringing in documents, unseal any unopened envelopes if applicable. This greatly speeds up the scanning process.

  • For scanning and pictures, adequate lighting helps keep information visible. We recommend a scanning machine or the Microsoft Lens app (or similar) for best results.

  • Ensure documents are not cut off or blurry before sending them.

  • If unsure about whether needing a document, send it or contact us with your question(s). We will be happy to assist!

  • To help us in your tax return preparation, life event changes are worth noting! Some examples could include: change in marital status, number of dependents, buying or selling a house, starting or operating a business, going to school in pursuit of trade or degree, etc.

  • For charitable donations, get a receipt or statement from the organization for cash or non-cash donations; make sure the value of donated goods is present on the receipt. If making a totals spreadsheet, please combine totals per organization, and mark if it is cash or non-cash.

  • If possible, send electronic documents in the .PDF format and spreadsheets as .XLSX or .CSV.

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