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Are You Ready for Tax Season?

Article details provided by Paul Wannemacher, CPA, PFS, CFP® VP, Senior Trust Officer & Financial Planner

Paul Wannemacher

You’ll need to get organized during tax season. That means going through your records, statements, and paperwork to ensure you have as much information as possible for your tax advisor. Giving them a detailed look into your finances will help them get you the most on your tax returns.

Here are some documents and information you’ll need:

  • Personal records, including your full legal name, social security number, address(es), spouse, and dependent information.
  • A complete copy of last year’s federal and state tax returns.
  • This year’s W2s, 1099 Forms, and retirement account tax information.
  • Paperwork on charitable donations, gifts, and appreciated assets.
  • Healthcare records.
  • Education Expenses.
  • Evidence of paid property taxes.
  • Alimony and child/dependent care costs, if applicable.

Our Croghan Wealth Management experts can help you organize your tax information and find strategic opportunities for optimizing your tax planning. There are deadlines associated with certain taxes, so contact us today to learn more and go into tax season confident and well-informed.


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