To make preparing faster and accurate, be sure to have the following documents ready. ​​

• All Income Paperwork - W2's, 1099's, Unemployment Compensation 

• Year-End Investment Paperwork

• Student Loan and Tuition Information 

• Health Insurance Form 1095

• Stimulus Payment Amounts 

• Home Mortgage Year-End Paperwork

• Prior Year Adjusted Gross Income(AGI), found on prior year's return(1040)

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Helpful Links for Tax Planning

• https://www.cnbc.com/2020/02/14/5-tax-tips-that-could-save-you-thousands-of-dollars.html

• https://money.usnews.com/money/personal-finance/taxes/articles/10-year-end-tax-tips