Get Ready for Your Tax Appointment

Everyone

• Government-issued photo ID for each taxpayer
• Social Security or ITIN information for household members
• Last year’s federal and state returns
• Bank routing details for direct deposit or payment, shared only through the secure channel we provide
• IRS or state tax notices received during the year

Income

• Forms W-2 from every employer
• Forms 1099 for contract work, interest, dividends, retirement, unemployment, payment apps, or other income
• Brokerage and digital-asset tax statements when applicable
• Rental income and expense summaries
• Records of any income for which no form was issued

Family, education, and health

• Dependent dates of birth, residency details, and custody agreements when relevant
• Childcare provider name, address, tax ID, and amount paid
• Forms 1098-T and education expense records
• Health Savings Account forms and qualified expense records
• Marketplace health insurance Form 1095-A, if issued

Homeowners and itemized expenses

• Mortgage interest Form 1098 and property tax records
• Charitable donation records
• Records for eligible disaster losses or other unusual deductions
• Home purchase, sale, or major improvement records when applicable

Self-employed and small-business owners

• Year-to-date profit-and-loss statement or income and expense summary
• Business bank and credit-card statements
• Mileage log and vehicle expense records
• Equipment, software, supplies, insurance, contractor, and advertising expenses
• Home-office measurements and expense records if you may qualify
• Estimated federal tax payments made during the year

Military households

• Forms W-2 and Leave and Earnings Statements needed to explain pay items
• PCS orders, move dates, deployment dates, and home-of-record information
• Spouse income and residency details for every state involved
• Records related to combat-zone service when applicable

General educational checklist only; not tax or legal advice. Document requirements vary by taxpayer and tax year. Use the secure document channel provided after engagement.