{"id":1291,"date":"2025-12-12T16:58:00","date_gmt":"2025-12-12T16:58:00","guid":{"rendered":"https:\/\/lltaxms.com\/?page_id=1291"},"modified":"2025-12-15T19:40:30","modified_gmt":"2025-12-15T19:40:30","slug":"tax-document-check-list","status":"publish","type":"page","link":"https:\/\/lltaxms.com\/?page_id=1291","title":{"rendered":"Tax Document check list"},"content":{"rendered":"<p><!-- TOP ACTION BAR --><\/p>\n<div class=\"ll-topbar\">\n  <a href=\"https:\/\/lltaxms.com\/?page_id=73\" class=\"ll-btn-blue\">Contact Us<\/a><\/p>\n<div class=\"ll-lang-toggle\">\n    <a href=\"https:\/\/lltaxms.com\/?page_id=1291\" class=\"active\">English<\/a><br \/>\n    <a href=\"https:\/\/lltaxms.com\/?page_id=1367\">Espa\u00f1ol<\/a>\n  <\/div>\n<\/div>\n<p><!-- PDF PILL --><\/p>\n<div class=\"ll-pdf-pill-wrap\">\n  <a href=\"https:\/\/lltaxms.com\/wp-content\/uploads\/2025\/12\/Tax_Document_Checklist_EN.pdf\"\n     class=\"ll-pdf-pill\"\n     target=\"_blank\"\n     rel=\"noopener\"><br \/>\n     Download Checklist (PDF)<br \/>\n  <\/a>\n<\/div>\n<p><!-- HERO --><\/p>\n<section class=\"ll-hero\">\n<h1>Tax Documents Checklist<\/h1>\n<p>Bring the correct documents to avoid delays and ensure an accurate tax return.<\/p>\n<\/section>\n<p><!-- NEW CLIENTS --><\/p>\n<section class=\"ll-section\">\n<h2>New Clients<\/h2>\n<div class=\"ll-grid\">\n<div class=\"ll-box ivory\">\n<h3>Personal Information<\/h3>\n<ul>\n<li>Government-issued photo ID<\/li>\n<li>Social Security cards or ITIN letters<\/li>\n<li>Birth dates for all individuals<\/li>\n<li>Last 1\u20132 years of tax returns<\/li>\n<li>Proof of address (if applicable)<\/li>\n<\/ul><\/div>\n<div class=\"ll-box blue\">\n<h3>Income Documents<\/h3>\n<ul>\n<li>W-2 forms<\/li>\n<li>All 1099 forms<\/li>\n<li>SSA-1099<\/li>\n<li>Other income (rent, gambling, cash)<\/li>\n<\/ul><\/div>\n<\/p><\/div>\n<div class=\"ll-alert\">\n<h3>Important: New Tax Law \u2013 Tips &#038; Overtime<\/h3>\n<p>\n      Bring all employer-provided documents showing tips or overtime.<br \/>\n      <strong>Verify that all employer information is correct before your appointment.<\/strong>\n    <\/p>\n<\/p><\/div>\n<div class=\"ll-grid\">\n<div class=\"ll-box ivory\">\n<h3>Deductions &#038; Credits<\/h3>\n<ul>\n<li>Childcare expenses and provider information<\/li>\n<li>Education forms (1098-T, 1098-E)<\/li>\n<li>Medical expenses<\/li>\n<li>Mortgage interest and property taxes<\/li>\n<li>Charitable donations<\/li>\n<\/ul><\/div>\n<div class=\"ll-box gold\">\n<h3>Self-Employed \/ Business<\/h3>\n<ul>\n<li>Income summary<\/li>\n<li>Business expense list<\/li>\n<li>Business formation documents<\/li>\n<\/ul><\/div>\n<\/p><\/div>\n<div class=\"ll-band\">\n<h3>Vehicle Purchase<\/h3>\n<p>\n      If you purchased a vehicle and financed it, bring your Bill of Sale<br \/>\n      and a summary of total interest paid for the year.\n    <\/p>\n<\/p><\/div>\n<\/section>\n<p><!-- RETURNING CLIENTS --><\/p>\n<section class=\"ll-section alt\">\n<h2>Returning Clients<\/h2>\n<ul class=\"ll-list-wide\">\n<li>Updated personal information (address, marital status, dependents)<\/li>\n<li>All W-2 and 1099 forms<\/li>\n<li>Employer documents for tips and overtime<\/li>\n<li>Updated deductions and expenses<\/li>\n<li>Self-employed: updated income, expenses, mileage log, receipts<\/li>\n<li>Vehicle purchase documents, if applicable<\/li>\n<\/ul>\n<\/section>\n<p><!-- CTA --><br \/>\n  <a href=\"https:\/\/lltaxms.com\/?page_id=73\" class=\"ll-btn-outline\">Contact Us<\/a><br \/>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Contact Us English Espa\u00f1ol Download Checklist (PDF) 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\u20132 years of tax returns Proof of address (if applicable) Income Documents W-2 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"class_list":["post-1291","page","type-page","status-publish","hentry"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/lltaxms.com\/index.php?rest_route=\/wp\/v2\/pages\/1291","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/lltaxms.com\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/lltaxms.com\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/lltaxms.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/lltaxms.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1291"}],"version-history":[{"count":6,"href":"https:\/\/lltaxms.com\/index.php?rest_route=\/wp\/v2\/pages\/1291\/revisions"}],"predecessor-version":[{"id":1400,"href":"https:\/\/lltaxms.com\/index.php?rest_route=\/wp\/v2\/pages\/1291\/revisions\/1400"}],"wp:attachment":[{"href":"https:\/\/lltaxms.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1291"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}