Preparing to File Your Income Tax: What You'll Need

Filing your income tax requires a set of essential documents and information. Here's what you should gather:

Personal Identification:

  • Driver’s License or State-Issued ID: You'll need this for personal identification.

  • Social Security Number: Your SSN is crucial for tax identification.

Income and Expense Documents:

The specific tax documents you require may vary based on your financial activities. Our Tax Preparation Checklist can help you identify and organize the necessary documents:

  • W-2 Forms: These contain information about your earnings as an employee.

  • 1099 Forms: These are crucial if you received income as an independent contractor, freelancer, or from investments.

  • Income Statements: Gather statements related to income from investments, rental properties, or other sources.

  • Expense Receipts: Keep records of deductible expenses related to your business, education, or other eligible categories.

Our team at CCL Tax & Accounting, Inc. is here to assist you in compiling and reporting these documents accurately, ensuring a seamless income tax filing process.

Practicing Jurisdiction

Minnesota
New York
New Jersey
Pennsylvania
Wisconsin

Price

Starting at $120.00