What should I gather before preparing my tax return?
Start with identification, income documents, prior year information when applicable, business records, deductible expense information and any tax forms received during the year.
View the checklistResources
Information that helps you stay ready.
Helpful financial resources, tax preparation guidance and secure client access, all in one place. Use this page to prepare documents, access your portal and get a clearer idea of what you may need before your next appointment.
Everything in one place
Prepare, upload, access and move forward with fewer questions.
Quick Access
Get where you need to go quickly.
Existing clients can securely access account information and submit documents online. New clients can begin by scheduling a consultation.
01 / CLIENTS
Client Portal
Access your secure TaxDome client account, messages, documents and other client information.
Open Client Portal 02 / DOCUMENTSUpload Documents
Securely submit requested financial and tax documents directly to Premier Business Solutions.
Upload Documents 03 / APPOINTMENTSSchedule a Consultation
Choose a convenient time to discuss accounting, bookkeeping, payroll, tax or business support.
Book a TimeHelpful Guides
A better appointment starts with better preparation.
These quick guides are designed to help you organize information before tax season, bookkeeping work or a financial consultation.
What should a business owner keep organized every month?
Keep bank and credit card activity, receipts, invoices, payroll records, loan information and supporting documentation organized throughout the year instead of waiting until tax season.
Explore bookkeeping supportWhat payroll records should businesses keep accessible?
Maintain employee and contractor information, payroll reports, tax filings, payment records and year end forms so payroll activity can be reviewed and reconciled when needed.
Explore payroll solutionsWhen is it time to ask for accounting help?
If your records are consistently behind, reports are unclear, tax season becomes stressful or you are making important business decisions without reliable numbers, it may be time for additional support.
Schedule a conversationTax Preparation Checklist
Get organized before tax season gets busy.
Your exact document needs may vary, but these categories provide a useful starting point when preparing for your appointment.
01
Personal identification
Gather identification and taxpayer information needed for the individuals included on the return.
02
Income documents
Collect W2s, 1099s and other forms or records that document income received during the tax year.
03
Business income and expenses
Business owners should organize sales records, expense information, bank activity and supporting documentation.
04
Potential deductions and credits
Gather applicable documentation for deductible expenses, eligible credits and other tax related items that may apply to your situation.
05
Prior year information
If you are a new client, prior year tax returns and related information can provide useful context when reviewing your current year filing.
06
Questions you want answered
Write down tax, bookkeeping or business questions before your appointment so the conversation can focus on the issues that matter most to you.
Business Knowledge
Know what your numbers are telling you.
Good financial habits are built throughout the year, not just at tax time. Keeping your records current and reviewing the right information regularly gives you a stronger foundation for business decisions.
Monthly
Keep bookkeeping and reconciliations current.
Quarterly
Review financial performance and tax obligations.
Annually
Prepare year end information before filing season.
As Needed
Ask for guidance before major financial decisions.
General Information Notice
The information on this page is provided for general educational purposes and may not address your specific tax, accounting or financial situation. Requirements vary by individual and business. Please consult Premier Business Solutions or another qualified professional regarding your specific circumstances.
Need more than a resource?
When the information is not enough, let’s talk about your situation.
Schedule a consultation with Premier Business Solutions to discuss your accounting, bookkeeping, payroll, tax or business support needs.