Identification
✓Valid photo ID for taxpayer and spouse
✓Social Security cards or ITIN information for everyone on the return
✓Prior-year tax return, if available
TAX PREP CHECKLIST
Come prepared.
We’ll handle the rest.
Use this checklist as a starting point. Your exact documents depend on your tax situation, so bring any tax forms you received during the year.
Income Documents
✓W-2 forms
✓1099 forms for contract, interest, retirement, or other income
✓Unemployment or other income statements
✓Records for any additional income
Dependents & Credits
✓Dependent Social Security information
✓Childcare provider name, address, and tax ID when applicable
✓Education forms such as Form 1098-T when applicable
✓Health insurance Marketplace Form 1095-A, if received
Self-Employed & Business
✓Income records or 1099-NEC/1099-K forms
✓Business expense records
✓Mileage and vehicle-use records when applicable
✓Home-office or equipment records when applicable
Not sure if you need a document?
Bring it with you or email us before your appointment. It’s better to ask than to leave out information that may be relevant to your return.
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