Be Prepared
Tax Preparation Checklist
Gather the right documents before your appointment — so we can prepare your return accurately and efficiently, with no delays.
⬇ Download PDF Checklist
How to Use This Checklist
Gather What Applies to Your Situation
Not every item on this checklist will apply to every taxpayer. Review each category and collect the documents that are relevant to your situation. If you're unsure whether something applies to you, bring it anyway — it's always better to have more than less.
Once you've gathered your documents, contact us to schedule your appointment or submit them securely through our contact form.
Document Checklist
What to Bring
New Client Information
First-time clients only — please provide:
- Last 3 years of filed tax returns
- Social Security cards for all individuals on the return
- Driver's license or government-issued ID
- Child's birth certificate (if claiming dependents)
- Voided check for direct deposit
Income Documents
All income documents received during the tax year:
- Form W-2 — Wage income
- Form 1099-NEC — Self-employment income
- Form 1099-K — Payment processor income
- Form 1099-INT — Interest income
- Form 1099-DIV — Dividend income
- Form 1099-SSA — Social Security benefits
- Form 1099-B — Investment transactions
- Form 1099-R — Retirement distributions
- Schedule K-1 — Partnership or S-Corp income
- Form 1095-A/B/C — Health insurance coverage
- Donation records, daycare statements, vehicle registration
Self-Employed
If you operate a business or have self-employment income:
- IRS EIN confirmation letter
- Business name
- Income and expense summary
- List of business assets or equipment
- Prior year depreciation schedule
- Business mileage log
- Home office square footage (total & office)
Homeowners
If you own a home:
- Form 1098 — Mortgage interest statement
- Property tax statement
- Special assessment statements (SID / LID)
Rental Property Owners
If you own rental property:
- Number of days rented & days used personally
- Total rental income received
- Advertising, cleaning & maintenance costs
- Insurance, legal & management fees
- Mortgage interest, repairs & supplies
- Property taxes & utilities paid by owner
- Improvements or major repairs
- Form 1098 & prior year depreciation schedule
The Process
What Happens Next
Gather Documents
Use this checklist to collect everything that applies to your situation.
Contact Us
Reach out through the contact form or by phone to schedule your appointment.
Submit Documents
Send your documents securely for review before your appointment.
We Prepare Your Return
We'll reach out if any additional information is needed during preparation.
Review & Filing
Once approved, we electronically file your return with the IRS.