New Client Tax Preparation Checklist

Welcome, new clients! To make your tax preparation quick and efficient, please gather the documents below before your appointment. This ensures we have everything needed to file your taxes accurately and maximize your refund or savings.

• Personal Information: Name, SSN/ITIN, birth dates, contact details
• Previous Year Tax Return
• Current Year Income Documents: W-2s, 1099's (NEC, MISC, INT, DIV, R, G, B, S), K-1s, Other Income
• Current Year Deductions: Medical, charitable, mortgage interest, property taxes, education, energy credits
• Self Employed/ Business Owners: Income/expense records, mileage logs, asset purchases, payroll, quarterly payments
• Other Documents: Investment, rental, retirement

• Special Circumstances: Life changes, IRS issues, estimated tax projections
• An online IRS account setup as an individual and/or your business.

*Disclaimer*We do not recommend sending documents in the mail, as it is unreliable. We recommend to send your documents via email, drop-off in person, or secure document transfer via google drive, drop box, one drive, etc...