Identification and basics
Photo ID. Social Security card (or ITIN) for you, spouse, and dependents. Prior year tax return if we're new to you. Direct deposit bank info for refund.
Income documents
Everything that reports income for the year:
- W-2s from every employer
- 1099-NEC, 1099-MISC, 1099-K for self-employment
- 1099-INT, 1099-DIV, 1099-B for investment income
- 1099-R for retirement distributions
- SSA-1099 for Social Security
- K-1s from partnerships and S-corps
- 1099-G for unemployment or state refunds
- Rental income records (Schedule E)
Deduction documentation
Mortgage interest statement (1098). Real estate taxes paid. Charitable contribution receipts. Medical expenses if itemizing. Self-employment expenses if filing Schedule C. 1095-A if you had Marketplace health coverage.
Have a specific situation?
Call the office and a human answers.
Life event documentation
Marriage, divorce, new dependent, or home purchase documentation if applicable.
Common questions
- What if I don't have everything?
- Come in with what you have. We'll generate a list of what's missing and help you track the rest down.