Documents Needed For Tax Preparation

It is tax season again and that means it is time to do that dreaded chore everyone has to face once a year – gathering paperwork for tax preparation! It is cold and snowy outside so it is the perfect time to complete this task.

The first step we need everyone to take is to complete the tax planner that you received in the mail in early January. The first page makes sure we have current customer contact information and the questions help immensely in letting us know what when on in your life in 2018 that may affect your taxes.  The second and third pages give us information that allows us to prepare the return in a timely manner.  If you did not receive your tax planner, please let us know and we will provide you with another one.

In order for SBS CPA Group to do your taxes as accurately as possible, we ask that you provide the original document or copy of those forms listed on page 3 of the tax planner. We do not need the actual receipts for medical expenses; you can add the receipts and put the total on the tax planner.  We also do not need all of the receipts for donations to charity; you can list these on the tax planner.  The IRS almost doubled the standard deduction so we expect fewer people to itemize this year.

Please make sure to drop-off/email/mail everything at once; it easier and more efficient for us to prepare the taxes when we have everything we need. The tax preparation fee is based on the amount of time it takes to prepare the return so the more efficient you are the lower your bill for tax preparation.

If you have any questions, please feel free to contact us and we will be more than happy to help. We are looking forward to another successful tax season and appreciate all of our clients.  Stay safe and warm in this crazy weather!


Lisa Hagar



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