Bring these and your filing goes quickly. After your consultation we send a checklist tailored to your exact situation.
Individuals
- Photo ID and Social Security or ITIN numbers for everyone on the return
- Last year's tax return
- Income forms: W-2s, 1099-NEC, 1099-INT/DIV, 1099-B, K-1s
- Mortgage interest (1098), property tax, and charitable donation records
- Childcare, education (1098-T), and medical expense records
- Retirement contributions and HSA statements
Businesses
- EIN, entity formation documents, and prior-year business return
- Profit & loss statement and balance sheet
- Bank and credit card statements for the full year
- Payroll reports, W-2s, and 1099s issued to contractors
- Asset purchases, loan documents, and depreciation schedules
- Home-office, mileage, and business expense records