Collect all applicable documents. Not all may apply, documents will vary per tax filing situation.
Once done, book your appointment
Your social security number or tax ID number
Your spouse’s full name, social security number or tax ID number, and date of birth
Identity Protection PIN, if one has been issued to you, your spouse, or your dependent by the IRS
Routing and account numbers to receive your refund by direct deposit or pay your balance due if you choose
Dates of birth and social security numbers or tax ID numbers
Childcare records (You may have multiple childcare providers. Providing this information may allow further tax savings.)
NAME OF PERSON/PLACE of childcare
SSN or EIN
phone #, address
Income amount of dependents and of other adults in your home
Form 8332 showing that the child’s custodial parent is releasing their right to claim a child to you, the noncustodial parent (if applicable)
W2(s)
Unemployment (1099-G)
Forms 1099, Schedules K-1, income records to verify amounts not reported on 1099-MISC or 1099-NEC
Record of estimated tax payments made (Form 1040–ES)
Total Gross income collected
Profit/Loss statement (Record of year end totals for expenses). See Sample Expense Sheet for an example of expense information we need
(we discuss further expenses upon your appointment)
If using a bookkeeping software, provide itemized annual report from last year showing year-end totals
For LLC owners only: a copy of your LLC articles
Records of income and expenses
Rental asset information (cost, date placed in service, etc.) for depreciation
Record of estimated tax payments made (Form 1040–ES)
Pension/IRA/annuity income (1099-R)
Traditional IRA basis (i.e., amounts you contributed to the IRA that were already taxed)
Social security/RRB income (SSA-1099, RRB-1099)
Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)
Income from sales of stock or other property (1099-B, 1099-S)
Dates of acquisition and records of your cost or other basis in property you sold (if basis is not reported on 1099-B)
Health Savings Account and long-term care reimbursements (1099-SA or 1099-LTC)
Expenses related to your investments
Record of estimated tax payments made (Form 1040–ES)
Transactions involving cryptocurrency (Virtual currency)
Gambling income (W-2G or records showing income, as well as expense records)
Jury duty records
Hobby income and expenses
Prizes and awards
Trust income
Royalty Income 1099–MISC
Any other 1099s received
Record of alimony paid/received with ex-spouse’s name and SSN
State tax refund
Forms 1098 or other mortgage interest statements
Real estate and personal property tax records
Receipts for energy-saving home improvements (e.g., solar panels, solar water heater)
All other 1098 series forms
Cash amounts donated to houses of worship, schools, other charitable organizations
Records of non-cash charitable donations
Amounts of miles driven for charitable or medical purposes
Amounts paid for healthcare insurance and to doctors, dentists, hospitals
Form 1095-A if you enrolled in an insurance plan through the Marketplace (Exchange)
Fees paid to a licensed day care center + EIN of business
Total paid to a family day care / baby-sitter + their SSN
Forms 1098-T from educational institutions
Receipts that itemize qualified educational expenses
Records of any scholarships or fellowships you received
Form 1098-E if you paid student loan interest
Amount of state/local income tax paid (other than wage withholding), or amount of state and local sales tax paid
Invoice showing amount of vehicle sales tax paid
Form 5498-SA showing HSA contributions
Form 5498 showing IRA contributions
All other 5498 series forms (5498-QA, 5498-ESA)