Use this simple checklist to gather the documents needed for your appointment and help make your tax preparation process smooth and efficient.
Documents Checklist
☐ W-2s, 1099s, 1098s, and other income statements
☐ Form 1095 or proof of health insurance, if applicable
☐ Government-issued photo identification
☐ Social Security cards or ITIN documents for you, your spouse, and dependents
☐ Dates of birth for all dependents
☐ Previous tax returns, especially for new clients
☐ Bank routing and account numbers for direct deposit
☐ Business income records, expense receipts, and mileage logs, if applicable
Note: Additional documents may be required depending on your tax situation. Please contact us if you are unsure what to bring.
To prepare your tax return, you will need W-2 forms, 1099 forms, receipts for deductions, and any relevant financial documents. Refer to our checklist for a comprehensive list.
Yes! We provide a secure client portal for you to upload sensitive documents safely and conveniently.
No worries! If you realize you forgot a document after submission, contact us as soon as possible, and we can assist you in updating your return.
Absolutely! Our team is here to explain any tax documents and ensure you understand what you need for your tax preparation.
Yes! We offer bilingual services to cater to both English and Spanish-speaking clients.
Yes, you can access our detailed documents checklist on this page to ensure you don't miss any important paperwork.
