Tax Resources

Organizing your tax documents early makes the filing process smoother and helps reduce errors. Take time to gather forms as they arrive, review your financial records from the year, and note any major changes — such as a new job, a move, or starting a business — that may affect your return.

• ◆Identification and applicable taxpayer information
• ◆Income documents (such as wage statements and other income forms)
• ◆Prior-year tax return, when helpful
• ◆Records for eligible deductions and credits
• ◆Relevant business and investment documentation

Please bring documents when you meet with Betty — do not upload confidential financial documents through website forms.

Well-organized income, expense, payroll, and bookkeeping records help you understand your business's financial health, support the information reported on your tax return, and make it easier to respond to questions from tax agencies. Keeping records current throughout the year saves time and stress at filing season.

Use these official sources for current tax rules and deadlines.