Sharon Gross CPA

Sharon Gross CPA

Preparing for tax season doesn�t have to be stressful. Whether you're an individual taxpayer, a business owner, or managing an estate, having the right documents in hand makes all the difference. Starting early and knowing what�s needed can streamline the filing process and reduce the risk of errors or missed deductions.

For individuals, the essentials include W-2 forms from employers, 1099s for freelance or investment income, Social Security statements, and documentation for deductible expenses like student loan interest, mortgage payments, or medical bills. You�ll also need your previous year's return and any IRS correspondence you�ve received.

Business owners should gather income statements, expense records, payroll documents, and any 1099s they've issued or received. Those managing trusts or estates must collect K-1s, distribution statements, and legal documents related to asset transfers. Organizing these materials not only makes the tax process easier but also helps your CPA uncover additional savings opportunities.