woman stares at bills and receipts

Having the necessary documents organized before you meet with your tax preparer can speed up the filing process.

Download this checklist to gather all the information you need to get ready for your tax preparer.

Some items covered are:

  • What paperwork you need to show income and expenses
  • How to take a home-office deduction
  • What car and travel expenses you can deduct
  • What financial reports you need, such as a balance sheet or profit and loss statement
  • How to deduct health-related expenses