A stress-free tax return starts with having your documents ready. To help us prepare your financial statements efficiently, gather these essentials:
- Records of shares, investments, or dividends
- Mixed-use holiday home income and expense details
- Updated vehicle logbooks or mileage records
- Cryptocurrency trading activity
- Insurance policies and premiums
- Current mortgage interest statements
- Rates, power, phone, and internet bills
- Receipts for repairs, maintenance, or other business expenses
Need guidance? We’re here to help make your tax season straightforward. Contact us today.