Ditch the Paper. Get Organized the Smart Way.
At Polaris Tax & Accounting, we don’t hand you a stack of paperwork or ask you to guess which forms you’ll need. Every client begins with a secure, digital tax organizer—tailored to your situation and designed to make filing faster, easier, and more accurate.
But before you begin, it’s still helpful to collect the essentials. Having these ready means you can fly through the organizer and uncover every possible tax-saving opportunity.
What to Collect Before Starting Your Organizer
Whether you’re an employee, contractor, homeowner, or business owner in Tamarac’s 33319 ZIP code, here’s what you’ll want on hand:
💼 Income Documents
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W-2s from employers
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1099s for freelance or side income
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K-1s if you own a business or partnership
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Unemployment income (Form 1099-G)
🏠 Deductions & Credits
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Mortgage interest (Form 1098)
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Property tax statements
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Childcare costs with provider info
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Student loan interest (Form 1098-E)
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College tuition (Form 1098-T)
🏥 Health & Retirement
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Health insurance coverage (Form 1095-A if Marketplace)
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HSA or FSA contribution records
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IRA or 401(k) contribution statements
📊 Self-Employed or Small Business?
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Income and expense summary
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Business mileage log
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Home office square footage (if applicable)
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Equipment or asset purchases
Bonus: Additional Documents to Upload (If Applicable)
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Last year’s tax return
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IRS letters or notices
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Bank account info for direct deposit
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Legal name changes or dependent status changes
Why 33319 Clients Choose Polaris
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Fully digital onboarding and filing – no clunky paperwork
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Real professionals, not call centers or bots
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No outsourcing – all work is handled by our in-house team
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Expert help with IRS notices, back taxes, and tax planning
Ready to File Smarter This Year?
Don’t wait until March or April to get organized. Start now by requesting your digital tax organizer and let Polaris guide you through a stress-free 2025 tax season.