Tax Preparation for Individuals
In preparation for filing your tax return with FAST, we kindly request you follow the steps below. Once you have compiled these documents, you can initiate the secure upload process by contacting our office through two convenient methods and requesting an upload link:
- Utilize our contact form at the bottom of our homepage.
- Send an email directly to inquiries@fastcpa.net.
Complete the Tax Questionnaire
Gather Your Documents
- Income:
- W-2 forms from employers
- 1099 forms (for freelance or contract work)
- Interest and dividend statements (1099-INT, 1099-DIV)
- Social Security benefits statements
- Unemployment compensation statements
- Deductions and Credits:
- Receipts for charitable donations
- Mortgage interest statements
- Property tax records
- Medical expenses (with receipts)
- Education expenses (tuition, fees, books)
- Childcare expenses
- Other:
- Last year's tax return
- Social Security numbers for yourself, spouse, and dependents
- Identification information (passport, driver's license)
Consider Tax-Saving Strategies
- Contribute to retirement accounts (401(k), IRA)
- Maximize deductions and credits
- Understand tax implications of major life events
Additional Tips
- Start early to avoid last-minute rush.
- Keep accurate records throughout the year.
- Be aware of deadlines and penalties for late filing or underpayment.
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