Tax Filing & Filing Preparation
Everything you need to get organized before your tax return is prepared. Review our tax checklist, document requirements, and helpful filing guides.
Know What to Bring Before You File.
Required tax documents vary based on your specific household and income situation. Use this comprehensive checklist to gather your records before your intake.
1. Identification & Personal Records
- Valid government-issued photo ID (Driver's License, State ID, or Passport)
- Social Security cards or ITIN letters for taxpayer, spouse, and all claimed dependents
- Dates of birth for all individuals listed on the tax return
- Direct deposit bank details (Routing & Account numbers) for fast refund disbursement
2. Income Documentation
- Form W-2 for all wages, salaries, and tips earned from employers
- Form 1099-NEC & 1099-MISC for independent contractor, freelance, and gig work
- Form 1099-K from payment platforms (Cash App, Venmo, PayPal, Stripe, Square)
- Form 1099-G for unemployment compensation or state tax refunds received
- Form 1099-INT, 1099-DIV, and 1099-B for bank interest, dividends, and stock sales
- Form 1099-R for pension, annuity, IRA, or retirement plan distributions
- Social Security benefit statements (Form SSA-1099)
3. Self-Employed & Small Business Records
- Gross receipts and revenue reports for the entire calendar year
- Itemized business expense records (supplies, advertising, software, cell phone)
- Documented mileage logs separating business vs. personal miles driven
- Home office square footage and dedicated utility expense summaries
- Equipment purchases, vehicle depreciation records, and asset lists
4. Dependents, Health & Deductions
- Childcare and daycare expense statements with provider's Name, Address, and EIN/SSN
- Form 1098-T (Tuition Statement) and higher education expense receipts
- Form 1098 (Mortgage Interest Statement) and real estate property tax bills
- Form 1095-A (Health Insurance Marketplace Statement) if enrolled through ACA
- Records of charitable donations (cash receipts and non-cash acknowledgment letters)
- Copies of federal and state tax returns from the previous 1–3 tax years
Ready to Submit Your Tax Documents?
Tax records containing Social Security numbers, dates of birth, or bank details are submitted exclusively through our designated secure encrypted client portal after your initial intake is started.
Tax Filing FAQs
Common questions about gathering documents and preparing to file.