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Appointment Checklist and Necessary Documents

All your tax forms are absolutely necessary to complete and file your taxes. Some are of higher importance than others. We've made this checklist and arranged it from the documents that are most "critical", "urgent", and "important".


Income documents:

  • W-2, W-2G, 1099-G

  • 1099-MISC,1099-NEC, 1099-R, 1099-SSA, etc

  • K-1 (Form 1065)

Dependents (Child/Elderly/etc):

  • Birth Certificate

  • Social Security Number

  • Document with dependents name and your current address (child's school letter, elderly social security statement, etc)

Driver's License/State ID:

  • Front and Back

New Clients ONLY*:

  • Copy of the prior year's tax return or the last year that was filed


Interest Form:

  • 1099-INT

  • 1099-DIV - DIVIDENDS

  • 1099-B - STOCKS

  • IRA Contribution Form 5498

Student Loan/Tuition:

  • Form 1098-T and school expenses

  • Form 1098-E

Mortgage Interest:

  • Form 1098

  • Property Tax and/or Supplemental tax bill if not on Form 1098

Bank Information:

  • Bank Name

  • Routing & Account Number

  • Is it a checking or savings account?

  • Is it a joint account?

**Its critical we have all info correct as it could prevent refunds from depositing!


Itemized Deductions:

  • DMV fees, donations, etc

  • Solar Panels for house

  • Electric Vehicle Purchase

  • Other addition deductions

Childcare Expense:

  • Name of individual or business

  • Address

  • Phone Number

  • EIN or SSN of care provider

Cancellation of Debt:

  • Form 1099-C

Digital Assets:

  • At any time during the calendar year 2022, did you receive, sell, exchange, or otherwise dispose of any digital asset? If yes, please let us know. ("Digital Assets" include (but are not limited to);

    • Virtual currency and cryptocurrency

    • Non-fungible tokens (NFTs)

All other relevant tax documents and information

Settlement Statement
Heath insurance
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