What We’ll Ask For – Your Tax Preparation Checklist
Preparing for tax season doesn’t have to be stressful! To help us complete your tax return accurately and timely, we provide a Tax Preparation Checklist outlining the most common documents and information we’ll request after you become a signed client. This helps you get organized, saves time, and ensures all relevant income and tax documents are included.
- Legal name(s), date(s) of birth, and Social Security number(s)
- Filing status (Single, Married Filing Jointly, Head of Household, etc.)
- Current address, phone, and email
- Preferred method of communication
- Full name, date of birth, and Social Security number for each dependent
- Relationship and months lived with you
- Childcare or education expenses
- Special circumstances, such as disabilities or higher education
- 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) and Social Security benefits
- Unemployment or other miscellaneous income
- Business name, structure, and EIN
- Overview of operations and income streams
- Business expenses (advertising, office supplies, home office, vehicle, professional fees, insurance)
- Equipment or asset purchases over $2,500
- Accounting records or bookkeeping summary (e.g., QuickBooks, spreadsheets)
- Education costs (tuition, student loan interest)
- Healthcare expenses and HSA contributions
- Retirement contributions (IRA, Roth IRA, SEP, Solo 401k)
- Mortgage interest, property taxes, and charitable contributions
- Casualty or theft losses, if applicable
- 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
- Previous year’s tax return
- Documentation of prior deductions, credits, or losses
- Estimated tax payments made
Important Notice: All documents and sensitive information are collected only after engagement through our secure client portal. Do not send personal tax documents or sensitive information before receiving portal access.
Download a free .docx copy (linked below) to help your process