SMART TAX LLC
Resources

[ ] Personal & family information
Identification, SSN or ITIN information, dates of birth, and dependent details.

[ ] Income records
W-2s, applicable 1099s, K-1s, and other income statements.

[ ] Business & rental records
Income, expenses, bookkeeping, payroll, and property-related records.

[ ] Deductions & credit documents
Education, childcare, mortgage interest, donations, and other relevant receipts.

[ ] Health coverage & financial details
Applicable health insurance forms and refund direct-deposit details.

[ ] Prior returns & tax correspondence
Last year’s return, IRS notices, and records of relevant changes.

Use this starting checklist to organize your records before your appointment. Your preparer will confirm which documents apply to your situation.

+1 (240) 845-6693
contact@smarttaxdmv.com
4858 Battery Lane, Bethesda, MD 20814