Personal Tax Prep & File

Your Tax Return Checklist
Gather These Documents Now!

It’s Tax Time! Let’s ensure your tax filing goes smoothly.
Here’s what you need to gather for your tax return:

Essential Documents:

  • W-2 Forms: The cornerstone of your tax return, showing wages and tax withholdings.
  • Bank Forms: Any statements showing interest accrued on your accounts.
  • 1099-R Forms: Required if you’ve taken money from your retirement account.
  • Pension Documentation: This is important if you’re on a pension.
  • 1099-B Forms: Remember these if you have stocks or bonds.

Start compiling these documents today to pave the way for hassle-free tax filing. Remember, we’re here to assist if you need guidance or have any queries.

Parents, Take Note!

If you have children under 18, providing specific documents for your tax preparation is essential. Here’s what you need to gather:

Critical Documents for Children Under 18:

  1. School Report Card: A recent one will do.
  2. Insurance Card: Make sure it includes your child’s name.
  3. School ID: A current ID card is essential.
  4. Day Care Receipts: If applicable, these are crucial.

Gather these documents to streamline your tax filing process. Having the proper paperwork ready will make everything run smoother and faster.

Hey there, Gig Economy Maverick!

Thriving in the world of Uber, Lyft, eBay, and Amazon, or just rocking it as a self-employed champ?
Tax season doesn’t have to be a headache. Here’s your quick guide to making tax filing a breeze:

Gig Workers & Independent Contractors – Here’s Your Checklist:

1. 1099-MISC Forms: These are crucial. They detail your income as a contractor or gig worker.
2 . Expense List: Track your expenses! What counts? Call us at 305-823-9228 for our list of the Top 30 Tax Deductions you shouldn’t miss.

Start organizing these documents now

to ensure you take full advantage of potential deductions. Taxes might be complex, but with the correct info, there is less chance of an IRS letter and success with the correct information!

Get in Touch for a Free Consultation

Choose Corey & Associates: Synthesizing Decades of Experience with Cutting-Edge Tax Knowledge

Have Questions?
Call us at 305-823-9228 for a complimentary consultation.

Reach out to us at for expert advice.

Visit Our Office:
If you’re in the Miami-Dade or Broward area, see us at 1800 West 68 St Suite 118, Hialeah, FL 33014. We’re always here to help!