Hello Katz - Here Are Your Articles for Thursday, February 21, 2019
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Tax Preparation – Individual Tax Returns


Happy New Year!  With the new year comes a new tax filing season.  You should have received a tax organizer from KNS which will guide you in providing us with the necessary information to prepare your tax return.  Below are some tips to keep in mind:

  • Document any changes to personal information (i.e. new address, filing status, dependents).
  • Be thorough; in order to accurately file your tax return we need all applicable information.  As you gather your information, please use the organizer as a reference.  It will show you the items of income and deduction that you had in the prior year.
  • Please remember to provide information on any new accounts for 2018. 
  • If accounts were closed in the prior year, please indicate this on the organizer.
  • Include any tax documents you receive when returning completed organizer (i.e. W-2’s, 1099’s, K-1’s, etc.).
  • If you have the majority of your information and are waiting on a few items, please send what you have and send any outstanding documentation when received.
  • When in doubt, let us know. It is better to provide information that may not be needed than to leave out documents that may be essential to the return.   

As a personal favor, we kindly request that you send all information as early as possible. This will ensure that your return will be completed in a timely manner. We thank you for your cooperation, and as always, we are here to answer any questions you may have.


Anaiz Camargo, Jon Pearson, and Stephen Roy, Experienced Staff at Katz, Nannis + Solomon, P.C. If you have any questions or would like to speak with one of our tax professionals, please contact our office at 781-453-8700.

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Katz Nannis + Solomon PC
800 South Street Suite 250
Waltham, MA 02453
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Our firm provides the information in this e-newsletter for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. Tax articles in this e-newsletter are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.
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