Tax Preparation
Tax Preparation Checklist: What to Gather Before Your Appointment
A general checklist of the identification, income records, and prior-year information taxpayers commonly gather before a tax appointment.
Resources
Resources & Helpful Information
Practical information to help you prepare for tax appointments, notary services, and loan signing appointments with confidence.
Reid Tax Service provides educational information so clients and closing partners know what to expect and how to prepare before an appointment. These resources explain the documents commonly needed, how appointments generally run, and where the role of a tax preparer, North Carolina notary public, or loan signing agent begins and ends.
New articles are added over time. If your question is not covered here, reach out and it can be answered directly.
Tax Preparation
Tax-season preparation information, document organization guidance, appointment preparation, and general educational tax topics.
Notary Services
General information about preparing for a North Carolina notary appointment — identification, signers, documents, and what a notary can and cannot do.
Loan Signing Services
Information for signers, title companies, escrow and settlement companies, lenders, and signing services about professional loan signing appointments and what to expect.
Articles
Helpful Reading
Notary Services
Preparing for a Notary Appointment: What to Bring
General preparation for a North Carolina notary appointment, including documents, identification, required signers, and the limits of a notary's role.
Loan Signing Services
What to Expect at a Loan Signing Appointment
How a professional loan signing appointment runs, from identification and document review to scanbacks and return of the completed package.
Educational information only. Information provided through Reid Tax Service resources is for general educational purposes only and is not intended as individualized tax, legal, financial, or lending advice. Services and requirements may vary based on individual circumstances.