What to Bring

Gather these documents before your appointment to ensure a smooth and accurate tax filing experience.

Everyone Needs

Regardless of your filing situation, please bring the following to your appointment:

Income Documents

  • W-2 Forms — From all employers
  • 1099-INT / 1099-DIV — Interest and dividend income from banks and investments
  • 1099-G — Unemployment compensation or state tax refunds
  • 1099-R — Retirement distributions (pension, IRA, 401k)
  • 1099-SSA — Social Security benefits statement
  • W-2G — Gambling winnings
  • Records of any other income (cash, barter, etc.)

Homeownership

  • Form 1098 — Mortgage interest statement
  • Property tax bills — Annual property tax paid
  • Closing documents — If you bought or sold a home this year
  • Home improvement records (for energy credits)

Education

  • Form 1098-T — Tuition payments from college/university
  • Form 1098-E — Student loan interest paid
  • Receipts for books, supplies, and required equipment
  • 529 plan distribution statements

Family & Dependents

  • Childcare expenses — Provider's name, address, and tax ID number
  • Adoption papers — If you adopted a child this year
  • Form 8332 — If claiming a child as non-custodial parent
  • Divorce decree or custody agreement (if applicable)

Deductions & Credits

  • Medical expenses — Out-of-pocket costs, insurance premiums, prescriptions
  • Charitable donations — Cash and non-cash contribution receipts
  • Form 1095-A — Health Insurance Marketplace statement
  • Retirement contributions (IRA, 401k statements)
  • Energy-efficient home improvement receipts

In addition to the Individual/Family items above, please bring:

Self-Employment Income

  • 1099-NEC — Non-employee compensation from clients
  • 1099-K — Payment card and third-party transactions (PayPal, Venmo, etc.)
  • 1099-MISC — Miscellaneous income
  • Records of all business income received (invoices, bank statements)
  • Cash or unreported income records

Business Expenses

  • Vehicle mileage log — Business miles driven with dates and purposes
  • Home office measurements — Square footage of office vs. total home
  • Equipment purchases — Computers, tools, machinery receipts
  • Office supplies — Receipts for supplies, software, subscriptions
  • Professional services — Legal, accounting, consulting fees
  • Advertising & marketing — Website, ads, business cards
  • Travel expenses — Business trips (airfare, hotels, meals)
  • Insurance — Business liability, professional insurance
  • Utilities — Phone, internet (business portion)

Estimated Tax Payments

  • Records of quarterly estimated tax payments made to IRS
  • Records of state estimated tax payments
  • Dates and amounts of each payment

For LLC, S-Corp, and Partnership returns, please bring:

Entity Documents

  • EIN Letter — IRS Employer Identification Number
  • Articles of Organization/Incorporation
  • Operating Agreement — For LLCs
  • Partnership Agreement — For partnerships
  • Prior year business tax returns

Financial Records

  • Profit & Loss Statement — Year-end income and expenses
  • Balance Sheet — Assets, liabilities, equity
  • Bank statements — All business accounts for the year
  • Credit card statements — Business credit cards
  • Loan documents — Business loans, lines of credit
  • Accounts receivable/payable — Outstanding invoices

Payroll (If Applicable)

  • Payroll reports — Annual summary of wages paid
  • 941 Forms — Quarterly payroll tax returns
  • W-2s and W-3 — Copies of employee W-2s filed
  • 1099s issued — Copies of 1099s sent to contractors
  • State unemployment reports

Assets & Inventory

  • Asset purchases — Equipment, vehicles, property bought this year
  • Asset sales — Items sold or disposed of
  • Depreciation schedules — From prior year returns
  • Inventory records — Beginning and ending inventory values

Pro Tip: Bring Everything!

When in doubt, bring it. It's better to have a document you don't need than to need one you don't have. We can always set aside items that aren't relevant to your return.

Ready to File?

Book an appointment or stop by during office hours with your documents.

Book Appointment Call (616) 846-2159