Resources · Checklist
Bring these,
leave prepared.
Print this page or keep it open while you gather documents. Not every line applies to you — skip what doesn't.
Identity & household
- Photo ID for each taxpayer
- Social Security or ITIN numbers for everyone on the return
- Last year's tax return (new clients)
- Bank account and routing number for direct deposit
Income
- W-2s from every employer
- 1099-NEC / 1099-K / 1099-MISC for contract and platform income
- 1099-INT, 1099-DIV, and brokerage statements (1099-B)
- Rental income summaries · K-1s from partnerships or S-corps
Deductions & credits
- Childcare provider name, address, tax ID, and amounts paid
- Form 1098 mortgage interest · property tax bills
- 1098-T tuition and education expenses
- Charitable donation receipts · medical expense totals
- Marketplace health insurance Form 1095-A, if you had coverage
Business owners
- Profit & loss and balance sheet (or QuickBooks access)
- Business bank and credit card statements if books need work
- Vehicle mileage log · home office square footage
- Payroll reports and prior-year depreciation schedules
Foreign & ITIN
- Passports or approved ID documents for ITIN applicants (originals)
- Foreign bank account maximum balances (FBAR)
- Closing statements for U.S. real estate bought or sold
- Foreign-owned LLC transaction summary for Form 5472
Fillable intake forms
Start your file before you arrive
Pick the form for your return type, fill it on any device, save the PDF, and upload it through the client portal or bring it to your appointment. New and returning clients use the same form — returning clients skip what hasn't changed and just flag what has.
Individual — Form 1040
Household, income, deductions, direct deposit, and this year's changes.
S-Corporation — 1120-S
Entity, shareholders, owner payroll, distributions, and flags.
Partnership — 1065
Partners, guaranteed payments, distributions, and flags.
C-Corporation — 1120
Shareholders, officer compensation, estimates, and flags.
Bookkeeping
Systems, accounts, catch-up scope, and the access we need.
Upload through the secure client portal. Please never email Social Security numbers, ITINs, or account numbers — email is not a secure channel for tax data.