Tax season is right around the corner — and the best way to make filing stress-free is to start preparing early. At AIM Tax & Mortgage, we make tax preparation simple, organized, and accurate so you can feel confident your return is done right.

We also have a bilingual tax specialist fluent in Spanish and English to better serve our diverse community! 

Se habla Español!

Getting your documents ready now will save you time, avoid delays, and ensure you don’t miss deductions or credits you qualify for.

Documents You’ll Need To File

When you are getting organized for your appointment or upload, start collecting:

• W-2 forms from employers
• 1099s (contract work, interest, dividends, gig work, bank income, etc.)
• 1098 forms (mortgage interest, tuition payments, student loan interest)
• Driver’s license or state ID
• Social Security cards for yourself + dependents
• Last year’s tax return (if you have it)
• Records of childcare expenses
• Records for charitable donations
• Business income + expense records (if self-employed)
• Bank routing & account number for direct deposit

Why Early Prep Matters

When you gather everything early, you:

• Avoid last-minute stress
• Reduce the chance of missing important deductions
• File faster and get your refund sooner

At AIM Tax & Mortgage, we are here to guide you step by step, answer your questions, and make sure you receive every credit you deserve.

Ready to get started?

We’re now booking early tax preparation appointments. The sooner you start, the smoother your tax season will be.

AIM Tax & Mortgage — helping you prepare, plan, and AIM for financial success!