What documents should I bring for tax prep?
Here’s a checklist to make your appointment smooth:
01
Personal Information:
- Photo ID (for new clients)
- Social Security numbers for you, spouse, and dependents
- Bank account info for direct deposit
02
Income Documents:
- W-2s from employers
- 1099s (1099-NEC for self-employment, 1099-R for retirement, 1099-INT/DIV for interest/dividends, 1099-G for unemployment, 1099-B for investments, etc.)
- SSA-1099 for Social Security
- Schedule K-1s from partnerships, S-corps, or trusts
03
Deductions & Credits:
- Mortgage interest (Form 1098)
- Property tax statements
- Charitable donation receipts
- Medical and dental expense summaries
- Education forms (1098-T) and student loan interest (1098-E)
- Childcare provider statements (with provider tax ID)
04
Self-Employed:
- Summary of income and expenses
- 1099-NECs from clients
- Mileage log or vehicle expense records
05
If You’re New to Us:
- Last year’s tax return
Can I deduct medical expenses, charity, or home office costs?
- Medical expenses: Deductible only if you itemize and they exceed 7.5% of your adjusted gross income.
- Charitable contributions: Deductible if you itemize and donate to a qualified charity; keep receipts for gifts over $250.
- Home office: Available if you’re self-employed and use a dedicated space regularly for business. Not available for W-2 employees under current law.
Helpful Tax Resources:
- IRS “Where’s My Refund?” Tool
- IRS Withholding Estimator
- U.S. Small Business Administration Tax Resources
