✅Tax Filing Document Checklist
Use this checklist to ensure we have everything needed to prepare your return
Please upload all applicable documents through your secure client portal. Submitting complete information helps avoid delays and follow-up requests.
🧾 Income Documents
☐W-2s from all employers
☐1099-NEC / 1099-MISC (independent contractor or freelance income)
☐1099-INT / 1099-DIV (interest and dividends)
☐1099-K (payment apps, online platforms, e-commerce sales)
☐Schedule K-1s (partnerships, S-corps, trusts, estates)
☐Unemployment income (1099-G)
☐Retirement income (1099-R)
🏢 Business Owners / Self-Employed
☐Profit & Loss statement
☐Business bank statements
☐Business credit card statements
☐Mileage log or vehicle expenses
☐Payroll reports (if applicable)
☐1099s issued to contractors
☐Asset purchases (equipment, vehicles, computers, machinery)
🏠 Deductions & Expenses
☐Mortgage interest (Form 1098)
☐Property tax statements
☐Rental income and expense records
☐Charitable contribution receipts
☐Medical expenses (if applicable)
☐Education expenses (Form 1098-T)
☐Childcare expenses
👨👩👧 Personal & Family Information
☐Social Security numbers (you, spouse, dependents)
☐Dependents’ information (birthdates, childcare providers)
☐Health insurance forms (1095-A, 1095-B, or 1095-C if applicable)
🔄 Life Changes (Please Tell Us If Any Apply)
☐New job or job change
☐Marriage or divorce
☐Birth or adoption
☐Home purchase or sale
☐Started, closed, or sold a business
☐Moved to a new state
☐Retirement contributions or distributions
✅ Next Step Once your documents and questionnaire are submitted, our team is notified and your tax preparation process begins.