Getting ready for tax preparation: your SWT document checklist

Preparing your documents early makes tax preparation easier. Here is what SWT needs to get started.

Bring your previous tax return and valid ID

Please provide a complete copy of your previous year’s filed tax return and a valid government-issued photo ID so we can prepare your current year’s taxes.

Gather your income and business expense records

Collect your tax documents, income records, and business expense totals. Keep records of business mileage and the business-use portion of cell phone and internet costs.

Use your secure client portal

Upload tax returns, identification, and other sensitive documents through your SWT secure client portal. Do not send them through ordinary email, text, or the website contact form. If you need portal access, contact SWT for setup instructions.

SWT prepares federal and applicable state tax returns for clients in all 50 states.

Your occupation is your business. Your taxes are ours.