If you live or run a business in Connecticut or Massachusetts, tax season doesn’t have to be stressful — if you prepare the right way.
Every year, we see individuals and business owners overpay taxes, miss deductions, or scramble at the last minute because they’re missing key documents or didn’t plan ahead.
This CT & MA tax prep checklist will help you:
- File faster
- Avoid costly mistakes
- And uncover opportunities to reduce your tax bill and not just report it.
Documents Everyone Needs
For Individuals:
- Last year’s tax return
- W-2s and 1099s
- Investment statements (1099-B, 1099-DIV, 1099-INT)
- Mortgage interest (Form 1098)
- Property tax records (especially important in CT & MA)
- Charitable contribution records
- Health insurance forms (1095)
For Business Owners:
- Profit & Loss Statement
- Balance Sheet
- Mileage records
- Asset purchases
- Payroll reports
- 1099s issued to contractors
- Prior year business return
CT & MA-Specific Items People Forget
- Connecticut Pass-Through Entity Tax considerations
- Massachusetts Millionaire Tax impact (for high earners)
- Local property tax deductions
- State-specific credits and carryforwards
- Multi-state income if you live in one state and work in the other
The #1 Mistake: Only Thinking About Filing
Most people think tax prep is just about · “Getting the return done.”
But smart clients ask · “How do I pay less next year?”
Filing tells you what already happened.
Tax planning changes what happens next.
When You Should Talk to a CPA
You should use a CPA if:
- You own a business or rental property
- You sold stock, crypto, or real estate
- You moved to or between MA and CT
- You want proactive tax planning, not just data entry
We help Connecticut and Massachusetts individuals and business owners not only file accurate returns — but build year-round tax strategies to reduce what they owe.
You can feel confident knowing you're supported in multiple ways. Beyond expert tax filing, we provide $1,000,000 Tax Audit Defense™ and Identity Theft Restoration via Protection Plus. Your financial information matters, and we're here to ensure you are well-supported no matter what life throws your way.
👉 Schedule a free tax strategy call to review your situation before you file.