Income Taxes Individuals & Business, Bookkeeping, Payroll.
What To Bring
Business
What to Bring for Your Tax Appointment
To help me prepare your tax return accurately and efficiently, please bring all documents that apply to your situation.
Personal Information
- Valid government-issued photo ID
- Social Security cards or ITIN documentation for yourself, your spouse, and dependents
- Dates of birth for you, your spouse, and dependents
- Previous year's tax return, if you are a new client
- Bank account and routing numbers for direct deposit or tax payments
Income Documents
- W-2 forms
- 1099-NEC, 1099-MISC, or other self-employment income documents
- 1099-K forms
- 1099-INT and 1099-DIV forms
- 1099-R for retirement or pension income
- Social Security income statements
- Unemployment income documents
- Rental income and expense records
- Investment, brokerage, or cryptocurrency tax documents, if applicable
- Other income records
Business Owners & Self-Employed Individuals
- Business income records
- Business expense records
- Profit and Loss Statement, if available
- Business bank and credit card statements
- Vehicle mileage and business-use records
- Information about equipment or other major business purchases
- Payroll records, if applicable
- Information about estimated tax payments made
Deductions & Credits
Please bring documentation for any expenses or credits that may apply to you, such as:
- Mortgage interest and property tax statements
- Childcare expenses
- Education expenses and tuition statements
- Student loan interest
- Health insurance information
- Medical expenses, if applicable
- Charitable contributions
- Retirement contributions
- Energy-efficient home improvements
- Other documents that may affect your tax return
Important
Please bring all tax documents you receive, even if you are unsure whether they are needed. I will review them and determine what applies to your tax return.
Not sure if you should bring something? Bring it with you or contact me before your appointment. It is always better to have the information available.
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