Incoming…your 2023 tax statements will be arriving soon to your mailboxes! Yup, it’s almost that time of year, again.

Get a head start on your taxes by gathering the list of documents you’ll need to submit to your accountant.

Create a folder (paper or on the cloud) and when you receive your income statements in the mail, insert them directly into the folder.

A list of other documents to start gathering into your folder includes:

Homeowner docs
Healthcare papers
Childcare papers
Rental income and expenses
Pension documents
Bank statements

If you start preparing now, the task won’t seem as big when it’s time to attend the meeting with your CPA.