Client resources
A little preparation can make tax season more organized. Use this guide to begin gathering the information you may need.
Common tax documents
- Photo identification for the taxpayer and, when applicable, spouse
- Social Security or taxpayer identification information for everyone included on the return
- W-2 forms and other wage statements
- 1099 forms for contract work, interest, dividends, retirement or other income
- Records of self-employment or business income and expenses, when applicable
- Information about dependents and qualifying care expenses, when applicable
- Mortgage interest, property tax, charitable contribution and other potentially relevant records
- Health coverage or education-related forms, when applicable
- A copy of last year’s tax return, if available
Before your appointment
- Gather your income documents and supporting records.
- Make a list of major life or business changes from the tax year.
- Check names, dates of birth and identification details for accuracy.
- Bring questions or concerns you would like to discuss.
- Wait for instructions from our office before sending sensitive documents.
Protect your personal information
Tax documents contain sensitive financial and identity information. Do not send Social Security numbers, identification documents, bank details or complete tax records through public website forms or ordinary email. Use the secure document delivery method provided by our office.
This checklist is a general starting point, not a complete list for every tax situation. Additional documents may be needed depending on your income, deductions, credits and filing circumstances.
