Please bring all documents that apply to your situation. Missing documents may delay preparation or require a follow-up appointment.
Income
- W-2 (wages & salary)
- All 1099 forms:
- 1099-NEC (independent contractor)
- 1099-MISC (other income)
- 1099-K (Stripe, PayPal, Venmo, Cash App, marketplaces)
- 1099-INT (interest)
- 1099-DIV (dividends)
- 1099-B (stocks & securities)
- 1099-R (pensions, IRAs, 401(k) withdrawals)
- 1099-G (unemployment, state tax refunds)
- K-1 (partnerships, S-corps, trusts)
- Social Security statement (SSA-1099)
- Tip income (if not fully reported on W-2)
- Business income records
- Rental income records
- Sale of stocks, crypto currency, or other assets
- Crypto exchange and wallet transaction reports
- Payment platform income (Airbnb, VRBO, Uber, DoorDash, Etsy, Amazon, etc.)
- Marketplace health insurance form (1095-A), if applicable
Credits & Adjustments
- Student loan interest (1098-E)
- Education credits (Form 1098-T required)
- Scholarship or grant records
- Daycare / dependent care expenses:
- Provider letter with EIN or SSN
- Proof of payment
- Retirement contributions (IRA, SEP, Solo-401k)
- Health Savings Account forms (1099-SA and 5498-SA)
- Energy-efficient home improvement documents
- Electric or clean vehicle purchase documents (purchase agreement + VIN)
Deductions & Expenses
- Mortgage interest statement (1098)
- Property tax statements
- Charitable contribution receipts
- Medical insurance premiums (self-employed)
- Business expenses (categorized)
- Mileage logs (if claiming vehicle use)
- Home office expenses
- Rental property expenses (repairs, insurance, HOA, utilities paid by owner)
- Investment expenses (if applicable)
Business & Rental (If Applicable)
- Business income summary
- Expense breakdown by category
- Equipment or asset purchases
- Vehicle purchase or lease documents
- Prior depreciation schedules
- Rental income and expense summary
- Real estate purchase or sale closing statements
Dependents
If claiming dependents, especially children under 17:
- Social Security card
- Birth certificate
- School, daycare, or doctor letter (if required)
- Proof of daycare payments (for childcare credits)
Additional Required Information
- Government-issued photo ID
- Social Security numbers for all taxpayers and dependents
- Bank account and routing number (for direct deposit or payment)
- Prior year tax return (required for new clients)
- IRS or State tax letters received
- Estimated tax payment records
Important
If you are unsure whether a document is needed, bring it anyway. Reviewing extra documents is better than missing something that affects your return.