Don’t know what documents to bring to your tax appointment?

• Government-issued photo ID (taxpayer and spouse, if filing jointly)
• Social Security cards or ITIN letters for:
  • Taxpayer
  • Spouse
  • Dependents
• Birth Certificate for all dependents
• Bank account and routing number (for direct deposit or payment)

Provide all forms received, including but not limited to:

• W-2 – Wage and salary income 
• 1099-NEC / 1099-MISC – Self-employment or contract income
• 1099-K – Payment apps (Cash App, Zelle, PayPal, Venmo, Stripe, Square, etc.)
• 1099-INT – Interest income
• 1099-DIV – Dividends
• 1099-R – Retirement distributions (pensions, IRA, 401(k))
• SSA-1099 – Social Security benefits
• 1099-G – Unemployment or state tax refunds
• K-1 – Partnership, S-Corporation, or Trust income
• Rental income records (income and expenses)

• Income and expense summary (or bookkeeping records)
• Mileage log (business use of vehicle)
• Business expenses:
  • Supplies
  • Advertising
  • Office expenses
  • Vehicle expenses
  • Insurance
  • Utilities
• Home office expenses (if applicable)
• Asset purchases (equipment, vehicles, machinery)

• Student loan interest (Form 1098-E)
• IRA contributions
• Health Savings Account (HSA) contributions (Form 5498 / 1099-SA)
• Alimony paid (for agreements before 2019)

• Mortgage interest (Form 1098)
• Property tax statements
• State and local tax payments
• Charitable donations (cash and non-cash)
• Medical expenses (out-of-pocket)
• Casualty or theft loss documentation

• Childcare expenses (provider name, EIN/SSN, amount paid)
• Education expenses:
• Form 1098-T
• Tuition receipts
• Student loan statements
• Adoption expenses (if applicable)

• Prior year tax return (if new client)
• IRS letters or notices (if any)
• Estimated tax payments made
• Foreign income or foreign bank account information (FBAR, if applicable)
• Cryptocurrency transactions (buy/sell/trade records)

• New or renewed government-issued photo ID
   
• Changes to:
•  Legal name
• Marital status
• Address
• Phone number or email

• Updated bank account and routing number

• New dependents (birth, adoption, or new qualifying dependent)
• Social Security card or ITIN for new dependents
• Changes in custody or living arrangements

Provide all forms received, including:

• W-2
• 1099-NEC / 1099-MISC
• 1099-K (payment apps: Cash App, Zelle, PayPal, Venmo, Square, Stripe)
• 1099-INT / 1099-DIV
• 1099-R (retirement income)
• SSA-1099 (Social Security)
• 1099-G (unemployment or state refunds)
• K-1 (partnership, S-corp, trust)
• Rental income and expense summary
• Alimony received (pre-2019 agreements)

• Updated income and expense records
• Mileage log (if claiming vehicle use)
• New equipment or asset purchases
• Home office changes (if applicable)

•  Student loan interest (Form 1098-E
• Mortgage interest (Form 1098)
• Property taxes paid
• Charitable contributions
• Childcare expenses (provider info required)
• Education expenses (Form 1098-T)
• IRA, HSA, or retirement contributions
• Medical expenses (if itemizing)

• Estimated tax payments made during the year
• IRS or state notices received
• Cryptocurrency transactions (buy/sell/trade)
• Foreign income or foreign bank accounts (if applicable