You Need Before Filing

7 Tax Documents

Start With Your W-2

This form reports your yearly wages and tax withholdings. It’s the first thing most tax services Westwood ask for when preparing your return.

Gather Your 1099s

If you earned freelance, contract, or investment income, you’ll receive one or more 1099s. Include each one to avoid underreporting.

Include Interest & Dividend Forms

Bank interest and stock dividends must be reported. Look for 1099-INT and 1099-DIV forms from your bank or brokerage.

Keep Proof of Deductions

You’ll need documentation for things like student loan interest, donations, or education expenses. Expert tax services Westwood match these to the right credits.

Include Health Forms

Form 1095 shows your health coverage details. Some returns may be delayed or flagged without it.

Prepare Business or Rental Records

If you're self-employed or a landlord, collect all income and expense records. These support deductions and accurate reporting.

Organize Your Files

TMissing paperwork can slow down your refund or lead to IRS issues. Many rely on tax services Westwood  to review and file correctly.

When You Need Tax Help, We’re Here

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