How to prepare your tax documents for your preparer

We will work with you by mail, phone, or e-mail to complete your tax return on time and communicate regarding any questions that you may have.
Please print and fill out this organizer
If you have not used Nisswa Tax Service previously, we will need you to provide a copy of last year’s return with your current year tax preparation materials.
Please provide your original documents such as W2s, 1099s, and investment reports.
Please organize and total your deductible expenses. Consider using an organizer to do so.
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Small Business Clients
If you have a small business, maintaining good records throughout the year is especially important.
Total your gross income for the year
Total your expenses by categories. For example: supplies, office expenses, insurance, insurance, etc. Be consistent from year to year.
Provide additional detail on new equipment purchases.
Total the number of business miles driven and total number of miles driven on your vehicle from your logbook or calendar. (An auto worksheet is included in the organizer link above.)
Print out and provide any computer reports that you may have for your business income and expenses. (Please note that the organizer has a convenient page for business income and expense should you choose to use it.)