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Please see the checklist for an itemized list of what you will need to bring for both individual and business tax prep meetings.

Individual Tax Prep Checklist

Individual Tax Prep Checklist

  • Your Social Security Number or Federal Tax ID number
  • Your Spouse’s Full Name and Social Security Number/ Federal Tax ID number
  • New Clients (Your previous year Tax Return)
  • Current Mailing Address and Occupation Title


  • Children(s) Full Name as shown on Social Security Card
  • Children(s) Social Security numbers and Date(s) of birth
  • Child care records with mailing address and Tax Payers ID
  • Other Applicable adults: Please provide their income

Employee Income Information

  • W-2

Self-Employment Documents

  • 1099-MISC
  • Business Assets
  • Business Miles Driven for work (yearly), Parking, Tolls and applicable vehicle expense
  • Any other expenses associated with Home Office
  • Report of all Expenses (Bank statements, credit card statements, check stubs)
  • We prefer all receipts to be added and categorized. Any expenses not reconciled will incur an additional fee depending on time spent.

Education Information

  • 1098-T from colleges (note: Law changes that only “Amounts Paid” is credited not “Amount Billed”)
  • Any Educational expenses
  • 1098-E for student loan interest paid

Rental Property Information

  • Income
  • Expenses (Maintenance, Repairs, Decors, Utilities, etc.)
  • Property Assets (Hud/ Closing statements)

Retirement, Health Contributions and Contributions to Retirement Plans

  • Retirement Income
  • 5498-SA HSA contributions
  • Pension/ IRA (Form 5498)/ Annuity 1099-R
  • Social Security/ RRB Income 1099-SSA/RRB-1099

Investments and Savings

  • Interest and dividend income (1099-INT, 1099-OID, 1099-DIV)
  • Stock sales and buys(1099-B, 1099-S, 1099-B)

Other Income

  • Unemployment, State Refunds (1099-G)
  • Gambling Income
  • Alimony received
  • HSA and long term care (1099-SA, 1099-LTC)
  • Jury Duty document of pay
  • Other 1099

Affordable Care Act

  • 1095-A ( This form is from the Marketplace Exchange)
  • 1095-B and 1095-C (If you had insurance through any other source)
  • Market Place exemption certificate (ECN)

Other Credits and Deductions

  • Moving expense records (not reimbursed)
  • 1098 Mortgage interest statements
  • If Refinanced, Sold or Purchased a home provided Closing Statement/ HUD1
  • State or Local Taxes Paid (Vehicle Property Taxes, Real estate Property taxes)
  • Cash/ Checks donations to Church, Schools and other credited charitable organizations
  • Documents of non-cash donations and charity
  • Healthcare medical expenses, doctors, co-pays, dentist, prescriptions, miles driven
  • Employment related expenses (dues, uniforms, cleaning, traveling, tools, telephone)
  • Job hunting expenses
  • Energy Saving home improvements
  • Estimated tax payments


Business Tax Prep Checklist

Business Tax Checklist

  • Balance Sheets & Profit and Loss Reports


  • Gross Income
  • Business Banking Interest 1099-INT
  • Other Income


  • Cost of Goods Sold (Inventory & Material and Supplies)
  • Advertising, Rent, Phone, travel, Insurance, Office supplies, etc.
  • Pay and commissions to Sub-Contractors 1099-MISC or a 1096
  • Depreciation Assets (Sale or Buy records)
  • Home Office Expenses (square footage of office space and total house square footage, home insurance/rental insurance, utilities, improvements to home office)
  • Salaries and Wages to employees (W-3)
  • Estimated Tax Payments
  • Health Insurance (premiums paid)
  • Health Reimbursement program totals
  • Vehicle Expenses (mileage, maintenance



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