How to prepare for your Peekz ConsultiN tax appointment

The 2020 tax season is upon us.

That means lots of scrambling for W-2 forms, receipts and other paperwork — sometimes hours before the deadline.

Your annual tax appointment with Peekz ConsultiN will run more smoothly if you gather as much information as you can ahead of time.

We have created worksheets that will help streamline your appointment, allowing as much time as possible for you to ask questions and discuss options in person. We highly encourage clients to print and fill these out before they meet with owner Amy Peek.

• Download the 2020 client information sheet: Even if you are an existing client, this form is important to help gather information about your identity and other life changes, like whether you’ve moved or changed jobs in the past year.
• Download the 2020 Budget worksheet: Here’s where you write down your living expenses, debts and income to help us learn more about your cash flow.
• Download the 2020 tax preparation worksheet: Fill in information from your W-2s here, as well as details tied to any moving expenses, Health Savings Accounts or other income adjustments. The sheet also covers any deductions or credits you’ll be claiming.

Please bring your worksheets and any supporting documentation to your appointment. If you have any questions about the worksheets prior to the appointment, please reach out to us.

Still need to book your annual tax appointment or other meeting with Peekz ConsultiN? You can schedule your meeting directly online.

(PHOTO CREDIT: Alyson Raletz)

Peekz ConsultiN LLC is a Pittsburgh-based accounting firm, located in the West Side, that caters to individuals, small businesses and nonprofit organizations. We aim to empower clients to help them take control of their finances and achieve their dreams.