Stay Ahead of Law Changes & Protect Yourself Against Being Audited: Corporate Transparency Act and Reasonable Compensation

What documents do I need to bring to my tax appointment?
Tax season comes once a year. Not sure what to bring to your Tax appointment? This is one of the most frequently asked questions we receive here at Molen and Associates. Here are some tips on how to get ready. Please remember every taxpayer’s situation is unique there are of course many other documents which may or may not apply to you.

Many of the needed documents may come into your mailbox one by one. If not, make sure you contact your employer, financial institution or university.

  • Social Security or ITIN Numbers with date of births for anyone who’ll be on your tax return
  • Childcare payment records with licensed provider’s ID number(s)
  • Bring any & all W-2, 1098, 1099 & schedule K-1 forms (income/loss from partnerships, S corporations, mortgage interest) and property tax statements etc)
  • Education scholarships or fellowships
  • Brokerage statements from stock, bond or other investment transactions (these are normally covered by 1099-DIVs and 1099-Bs)
  • Closing statements pertaining to real estate transactions
  • Any tax notices received from the IRS or other taxing authorities
  • Please bring a copy of your prior year tax return as well as annual sums of deductions by category.
  • Birth / death certificate
  • Marketplace Statement
  • Mortgage interest, real estate & personal property tax records
  • Casualty & theft losses
  • Amounts of state & local income tax paid in prior years
  • Records of cash donations to religious institutions, schools & other charities
  • Records on non-cash charitable donations
  • Self-employment or contractor expenses (travel, tools, cell phone charges, uniform cost/cleaning, luggage, services fees, trade journals, meals & entertainment)
  • Moving expenses
  • Records of any contributions to IRAs, HSAs & other retirement plans
  • Records of tuition and other higher education expenses (books, computers, etc.)

If you are a new client, please bring copies of your last 3 years federal and state income tax returns.

MOST IMPORTANTLY

Bring any questions you may have in a written format to ensure you get the most out of your appointment. Our primary goal as a trusted advisor is to be available to provide insightful advice to enable our clients to make informed tax and financial decisions. We do not accept anything less from ourselves and this is what we deliver to you. We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients. As a part of your tax return, we would love to help educate you.

Violet Ly
Front Office

The Molen & Associates Difference

Mike Forsyth

“Super helpful and timely. This is our first year with them and we look forward to trusting them with our taxes and business books for years to come.”

Caitlin Daulong

“Molen & Associates is amazing! They run an incredibly streamlined process, which makes filing taxes a breeze. So impressed with their attention to detail, organization, and swift execution every year. Cannot recommend them enough!”

Sy Sahrai

“I’ve been with Mr. Molen’s company for few years and I felt treated like family respect and dignity. They are caring, professional and honest, which hard to find these days. Love working with them.”

Top examples and benefits of why you need a 6000 lb vehicle

Maximize Your Vehicle Tax Deductions: Popular SUVs, Crossovers, and Trucks with GVWRs Over 6,000 Pounds For business owners and self-employed professionals, purchasing a vehicle with a gross vehicle weight rating (GVWR) over 6,000 pounds can open the door to...

Why Regular Financial Reports Matter for Small Businesses

Why Regular Financial Reports Matter for Small Businesses For small business owners and self-employed professionals, keeping a finger on the pulse of financial health is critical to long-term success. Why regular financial reports matter for small businesses becomes...

How to Prepare Your Books for Tax Season

How to Prepare Your Books for Tax Season As tax season approaches, small business owners and self-employed professionals often find themselves scrambling to organize their finances. How to prepare your books for tax season ahead of time not only makes the filing...

Choosing the Right Business Structure for Tax Efficiency

Choosing the Right Business Structure for Tax Efficiency Selecting the right business structure is one of the most critical decisions for any small business owner or self-employed professional. Your choice affects everything from day-to-day operations and tax...

The Right Way to Get Travel Reimbursements from Your C or S Corporation

If you operate your business as a C corporation or an S corporation, it's essential to understand how travel and other business-related expenses should be handled. Unlike a sole proprietorship, where business and personal finances are often intertwined, a corporation...

Best Retirement Plan Options for a Solo-Owned C or S Corporation in 2025

If you own a C or S corporation and are the only employee, setting up a retirement plan is one of the smartest tax-saving moves you can make. Not only does it help you build long-term wealth, but it also allows your corporation to deduct contributions, reducing...

The Best Retirement Plans for Sole Proprietors to Lower Your 2024 Tax Bill

If you're running your business as a sole proprietorship or a single-member LLC (taxed as a sole proprietorship), the IRS considers you self-employed. That means you have access to several powerful retirement plans that can help you save for the future while...

How to Reconcile Your Bank Statements Like a Pro

How to Reconcile Your Bank Statements Like a Pro For small business owners and self-employed professionals, managing finances effectively is vital to ensuring smooth operations and long-term success. One of the most important yet often overlooked tasks is how to...

How to Set Up a Simple Chart of Accounts for Your Business

How to Set Up a Simple Chart of Accounts for Your Business Running a small business or working as a self-employed contractor comes with its fair share of responsibilities, and one of the most critical is managing your financial records. A well-organized bookkeeping...

In-Kind Donations: Understanding Their Impact on Taxes and How to Account for Them

In-Kind Donations: Understanding Their Impact on Taxes and How to Account for Them In-kind donations are a valuable way for individuals and businesses to contribute to charitable organizations. These non-cash contributions can take many forms, from donated goods and...

Request an Appointment Today

5 + 11 =

Call us at

Share This