What We’ll Ask For –
Your Tax Preparation Checklist

Preparing for tax season does not have to be stressful. After you become a signed client, we will provide a personalized checklist of the documents and information we need to prepare your return accurately and efficiently.

Personal & Household Information

Personal & Taxpayer Information
  • Legal name(s), date(s) of birth, and Social Security number(s)
  • Filing status
  • Current address, phone, and email
  • Preferred method of communication
Dependents & Household Information
  • Full name, date of birth, and Social Security number for each dependent
  • Relationship and months lived with you
  • Childcare or education expenses
  • Special circumstances that may affect eligibility for credits or deductions
Life Changes & Special Circumstances
  • Marriage, divorce, birth, adoption, or death in the family
  • Job change, loss of employment, or relocation
  • Purchase or sale of a home
  • Significant medical or education expenses

Income & Business Information

Income Sources
  • Employment income (W-2 forms)
  • Self-employment or contract income (1099-NEC, 1099-MISC)
  • Investment income (1099-DIV, 1099-INT, 1099-B)
  • Rental income and property earnings
  • Retirement distributions (1099-R)
  • Social Security benefits
  • Unemployment or other income
Self-Employed & Small Business Information
  • Business name, structure, and EIN
  • Overview of business operations and income sources
  • Business expenses and supporting records
  • Equipment or asset purchases
  • Vehicle or mileage information, when applicable
  • Home office information, when applicable
  • Accounting records or bookkeeping summary
Rental Property Information
  • Rental income received
  • Mortgage interest and property tax information
  • Property insurance and other rental expenses
  • Repairs, maintenance, and improvements
  • Depreciation information or prior-year rental schedules
  • Records related to the purchase or sale of rental property

Deductions & Tax Credits

Common Deductions & Credits
  • Education costs and tuition information
  • Student loan interest
  • Healthcare expenses and HSA contributions
  • Retirement contributions
  • Mortgage interest
  • Property taxes
  • Charitable contributions
  • Other deductions or credits that may apply to your situation

Prior-Year Information

Prior-Year Tax Information
  • Previous year’s federal and state tax returns
  • Prior-year deductions, credits, or carryforward losses
  • Estimated tax payments made
  • Prior-year depreciation or business schedules, when applicable

Important Notice: Your tax documents and sensitive information should be provided only after engagement through our secure client portal. Please do not email personal tax documents or other sensitive information before receiving portal access.

Want to get organized ahead of time?
Download our free Tax Preparation Checklist in .docx format to help you gather your information before your tax preparation appointment.