Client Resource Center

Practical answers for your questions

38 E. Lancaster Avenue • Shillington, PA 19607
Phone: 610-775-7655

What is the best way to assemble records to prepare my tax return?

Question: What is the best way to assemble records for you to prepare my tax return?

Answer: First, don’t wait until the last minute to sort through your records.  Set up a filing system early in the year and stay on top of your filing.

Second, realize that there's not one particular system that works for everyone. If you use a tax organizer, you may want to set up your files in the same order, so you can easily locate the items you'll need to complete it. Otherwise, you might want to use last year’s return as a guide, and organize your files in the same order they were reported on your prior-year income tax return.

Third, when you receive important tax documents, such as your W-2, 1099s, mortgage interest statements, retirement account statements, etc., verify that the information is accurate before filing the documents with your other records.