top of page

 

Tax Preparation Checklist:

We understand that gathering your tax documents can be overwhelming, and it's easy to forget things. 

We want to help make this process a little easier for you!

​

Prepare before you go by checking out the list below!

(Documents needed are not limited to this list, as these are only the more commonly needed ones)
 

​

 

 

​

 

 


Tax Preparation Checklist:
Help us help you get your taxes done quicker.

Basics:

  • W2’s

  • 1099’s:
    - 1099-NEC (Non Employee Compensation)
    - 1099-R (Retirement)
    - SSA-1099 (Social Security)
    - 1099-G (Government payments)
    - 1099-INT (Interest)
    - 1099-DIV (Dividends & Distributions)

  • 1095-A (Health Insurance through Marketplace)

  • Childcare Expenses (Children under the age of 13)

If Itemizing:

  • 1098 (Mortgage Interest)

  • Property taxes

  • Donations

  • Medical/Dental

For businesses/ Self-Employed

  • Profit & Loss

  • Mileage

MISC:

  • SSN/ DOB (For new dependents/ clients)

  • Last year’s tax return (New clients only)

  • Bank account & routing numbers (only if you want automatic deposit and/or withdrawal set up)

  • Disclosure/ Final HUD (For purchasing, selling, or refinancing home)

  • Receipts of Home Improvements done (For selling of home)

  • Certificate/ Purchase papers for Energy Efficient purchases (Solar Panel, hot water tanks, etc)

 

 

bottom of page