✓
identity & household
- Photo ID for you (and spouse)
- Social Security cards or ITINs for everyone on the return
- Last year's tax return (new clients — we review it free)
- Bank account & routing number for direct deposit
- IRS Identity Protection PIN, if you have one
✓
income
- W-2s from every employer
- 1099-NEC / 1099-K for gig & self-employment income
- 1099-INT, 1099-DIV, 1099-B for bank interest & investments
- 1099-R / SSA-1099 for retirement & Social Security
- Rental income & expense records
- Crypto transaction summaries
- Unemployment 1099-G
✓
deductions & credits
- Childcare provider name, address, EIN and amounts paid
- 1098-T tuition statements & education expenses
- 1098 mortgage interest statement
- Property tax payments
- Charitable donation receipts
- Medical expenses (if substantial)
- Student loan interest (1098-E)
- Retirement & HSA contributions made outside payroll
✓
business owners
- Profit & loss statement (or let our bookkeepers build it)
- Business bank/card statements if books need cleanup
- Asset purchases (equipment, vehicles) with dates & amounts
- Home office square footage
- Business miles log
- Payroll reports & 1099s issued
Not sure if something applies to you? Bring it anyway — over-bringing beats amending. Documents can also be emailed or dropped off in person.
paperwork gathered? let's file.
Appointments in English, Español, 한국어 & မြန်မာ — evenings available in season.