Each year, many Americans ask our firm, what documents do you need to file your taxes in 2023? Other questions include: How much will be our fees for this year? Should I send you a box full of receipts? As you can tell, the last question was a joke but these type of questions come after our new year’s resolutions are made and we have new gym membership cards in tow. For many taxpayers; they have to gather many documents to send to their tax preparer or accountant. Another thing to mention is, the past few years we dealt with many tax rebates because of the pandemic but those are gone now. Notwithstanding, there are still many benefits for families, students, small business owners and more.
