Tax Documents Checklist
Bring the correct documents to avoid delays and ensure an accurate tax return.
New Clients
Personal Information
- Government-issued photo ID
- Social Security cards or ITIN letters
- Birth dates for all individuals
- Last 1–2 years of tax returns
- Proof of address (if applicable)
Income Documents
- W-2 forms
- All 1099 forms
- SSA-1099
- Other income (rent, gambling, cash)
Important: New Tax Law – Tips & Overtime
Bring all employer-provided documents showing tips or overtime.
Verify that all employer information is correct before your appointment.
Deductions & Credits
- Childcare expenses and provider information
- Education forms (1098-T, 1098-E)
- Medical expenses
- Mortgage interest and property taxes
- Charitable donations
Self-Employed / Business
- Income summary
- Business expense list
- Business formation documents
Vehicle Purchase
If you purchased a vehicle and financed it, bring your Bill of Sale
and a summary of total interest paid for the year.
Returning Clients
- Updated personal information (address, marital status, dependents)
- All W-2 and 1099 forms
- Employer documents for tips and overtime
- Updated deductions and expenses
- Self-employed: updated income, expenses, mileage log, receipts
- Vehicle purchase documents, if applicable