To ensure your tax return is prepared accurately and efficiently, please bring the following documents to your appointment. Having everything ready helps us maximize your refund and avoid delays.

Required for All Clients

✅ Valid photo ID (Driver’s License or State ID)

✅ Social Security cards for you, your spouse, and all dependents

✅ Last year’s tax return (if available)

Income Documents

Bring all income forms you received during the year, including:

W-2s (employment income)

1099-NEC / 1099-MISC (self-employed or contractor income)

1099-G (unemployment or state refunds)

1099-INT / 1099-DIV (interest or dividends)

1099-R (retirement or pension income)

Self-Employed / Side Hustle / Business Owners

Business income records (1099s, invoices, payment summaries)

Business expense records (receipts, mileage, supplies, marketing, software, etc.)

Vehicle mileage totals (business use only)

Home office information (if applicable)

Credits & Deductions (If Applicable)

Childcare provider information

Education expenses (Form 1098-T, student loan interest)

Mortgage interest (Form 1098)

Property tax records

Health insurance forms (1095-A, B, or C)

Additional Items

Bank account and routing number (for direct deposit or payments)

IRS or state tax notices (if you received any)

Helpful Tip

If you’re unsure whether to bring something — bring it anyway. Our tax professionals will review everything with you and guide you through the process.