Arrive prepared. Move forward confidently.

Practical checklists to help you organize for a personal or business tax consultation.

Resources

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

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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.

Keep sensitive documents for your appointment or an agreed secure sharing method. Do not send Social Security numbers or tax records through ordinary email.

Tax Preparation Classes

Interested in learning the process behind the paperwork? Explore our training and ask about the next class.

Explore tax preparation classes

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