Things You Might Forget For Tax Preparation Services in Cambridge, OH | Perry & Associates

young woman meeting with accountant looking over papers for tax preparation services

5 Essential Things for Tax Preparation Services in Cambridge, OH

One of the challenges of tax preparation each year is remembering to bring the necessary documents that will allow your tax preparer to properly file your federal and state taxes. Inevitably, progress will pause when some important document is missing that you must hunt down. This year, come prepared with everything your tax preparation services in Cambridge, OH may need. 
We’ve provided a list of 5 items to make sure you have at your initial tax consultation. These may seem simple, but you’d be surprised how many times some of these are forgotten.

Headed in for Cambridge Tax Preparation Services? Don’t Forget These 5 Things

  • Personal Identification Information

This may seem like a given, but proof of identification can easily slip your mind when your focus is consumed with all of your tax papers! You will need Social Security Numbers for yourself, your spouse (if married), and anyone else you are claiming as a dependent on your taxes. You will also need all of their dates of birth, street addresses, and your driver’s license(s). 

  • All Income Statements

These are the most important documents to bring to any meeting with a local tax preparation service. While everyone remembers the W-2s, there are many other sources of income that may need to be reported.

  • W-2s from all employers that you, and your spouse, worked for during the past tax year
  • 1099-MISC forms if you or your spouse conducted contract work earning more than $600 in the past tax year
  • Interest income, dividend income, any income from selling stocks or bonds, and any foreign investment income for the past tax year
  • Rental property income for the past tax year
  • Any other miscellaneous income from prizes, gambling, jury duty, medical savings accounts etc.


  • Listing and Documentation of Expenses

You certainly will not want to forget the evidence of any of these! Also known as “itemized deductions”, these can significantly reduce your tax responsibility. 

  • Charitable Donations
  • Education Expenses
  • Property Tax
  • Real Estate Tax and Mortgage Interest
  • Medical Expenses
  • Unreimbursed job-related expenses
  • Job search or moving expenses
  • IRA Contributions
  • Childcare Costs


  • Previous Returns

Bringing returns from previous years can help your tax preparer in Cambridge, OH get your taxes done smoothly and as quickly as possible.This will help your accountant access information that they need in order to make certain calculations without the need to call you multiple times. 

  • Bank Account Information

Finally, if you want your refund to be directly deposited to your bank account, you will need your account number and routing number to give to your accountant.

Tax Preparation Services in Cambridge, OH

Nervous that you are still forgetting something? We can help you walk through the entire process. For trustworthy tax preparation services in Cambridge, OH, contact Perry and Associates at one of our five different locations. We strive to become partners in our clients’ financial lives. For both present needs and future goals, we are here for you!
313 Second St.
Marietta, OH 45750
Office: (740) 373-0056
1907 Grand Central Avenue
Vienna, WV  26105
Office: (304) 422-2203
150 West Main Street, Suite A
St. Clairsville, OH 43950
Office: (740) 695-1569
1310 Market St. Suite 300
Wheeling, WV 26003
Office: (304) 232-1358
749 Wheeling Ave, Suite 300
Cambridge, OH 43725
Office: (740) 435-3417