Tax Appointment Checklist

Having these documents ready before your appointment makes the process faster and ensures nothing is missed. Not every item will apply to your situation.

Personal Information

Social Security numbers for you, your spouse, and all dependents
Dates of birth for all household members
Last year's tax return (new clients)
Bank account and routing number for direct deposit
Identity Protection PIN (if the IRS issued you one)

Income Documents

W-2 forms from all employers
1099-NEC / 1099-MISC (freelance, contractor, or business income)
1099-INT (bank interest) and 1099-DIV (dividends)
1099-B (investment sales / brokerage statements)
1099-R (retirement distributions)
SSA-1099 (Social Security income)
K-1 forms from partnerships, S-corporations, trusts, or estates
Rental income records and all related expenses
Self-employment income and expense records
Records of any other income received

Deductions & Credits

Mortgage interest statement (Form 1098)
Property tax payment records
Charitable contribution receipts
Medical and dental expense records
Student loan interest (Form 1098-E)
Childcare expenses and provider information
Education expenses (Form 1098-T)
HSA contributions (Form 5498-SA)
Business expense records (if self-employed)
Home office expenses (if applicable)
Vehicle mileage logs (business, medical, or charitable use)

Health Insurance

Form 1095-A (if you purchased insurance through the marketplace)
Form 1095-B or 1095-C (employer or government coverage)

Not sure if something applies to you? Bring it anyway — it takes seconds to set aside. Contact us at (330) 533-7555 with any questions before your appointment.