Filing your taxes is never fun. Whether you are working with a tax professional or preparing your tax returns on your own, getting your tax documents pulled together can be stressful.
This checklist covers the key issues to consider when preparing to file your tax return, such as:

• Documents and information to gather for your sources of income.
• Documents and information to gather for potential tax deductions.
• Documents and information to gather for potential tax credits you may qualify for.
• Other important considerations when preparing to file your taxes.

 

What Documents Do I Need To Collect For Filing My 2023 Tax Return?

 

While checklists and flowcharts can help you identify different opportunities, we are always available to meet with you to discuss your financial needs and goals, and help to identify what the best opportunities are for you.

 

This content is provided by Windward Private Wealth Management Inc. (“Windward” or the “Firm”) for informational purposes only. Investing involves the risk of loss and investors should be prepared to bear potential losses. No portion of this blog is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. Certain information contained in the individual blog posts will be derived from sources that Windward believes to be reliable; however, the Firm does not guarantee the accuracy or timeliness of such information and assumes no liability for any resulting damages.

Windward is an SEC registered investment adviser. The Firm may only provide services in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. For information about Windward’s registration status and business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.