Tax Meeting Preparation

To ensure a smooth and efficient tax meeting, please follow the steps below:

1. Upload Information:
   • Use our secure portal at canopytax.com to upload all your tax-related documents.
   • Do not upload pictures of each page individually; instead, upload complete documents such as entire 1099 forms.
   • If uploading information for more than one tax return, clearly label each file to indicate which tax return the information pertains to.
   • Our team will create folders to organize your information as we process it.
   • For new clients, please upload your prior year return
2. Mailing Documents:
   • If you prefer to mail your information, please send copies only—do not send original documents as they will not be returned.
3. Schedule a Review Meeting:
   • Once your information has been received, call our office at 732-798-4250 or email jalter@alterfinancialgroup.com to arrange a call or Zoom meeting to review your taxes.
4. Summarize Deductions:
   • Provide a detailed summary of your deductions (not individual receipts) categorized by type, such as:
     • Charitable Contributions
     • Medical Expenses
5. Childcare Expenses:
   • For childcare expenses, include:
     • Name of the caregiver/provider
     • Address
     • Tax ID
     • Amount paid
6. Foreign Accounts and Property Information:
   • Include details for any foreign accounts or property, such as:
     • Name of the financial institution or property owner
     • Account number
     • Address
     • Highest account value during the year
     • Year-end balance
7. Filing and Personal Information Updates:
   • Let us know about any changes in:
     • Filing status
     • Dependents (for new dependents, include their Social Security number and date of birth)
     • Address
     • Bank accounts
8. IRA Information:
   • Inform us of any IRA contributions made during the year.
   • Provide year-end IRA balances, if applicable.