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Get Ready

Everything to gather, before we ever talk.

Two printable checklists — one for individual returns, one for business returns. Skim it, gather what applies to you, and your return moves faster (and usually cheaper — less time spent chasing paperwork).

Print & Check Off

Don't worry about every line — just what applies to you.

Individual Tax Return

For W-2 employees, self-employed individuals, rental owners, and everything in between.

  • Photo ID; Social Security numbers and dates of birth for you, your spouse, and dependents
  • Last year's tax return
  • W-2s from all employers
  • 1099s: NEC/MISC (contract work), INT/DIV (interest/dividends), B (stock/crypto sales), R (retirement distributions), G (unemployment/state refunds), K (payment apps)
  • SSA-1099 (Social Security benefits)
  • Income details for other adults in the household, if relevant
  • Self-employment / side income and expense records
  • Rental property income and expenses
  • 1098 mortgage interest statement and property tax bills
  • Charitable donation receipts
  • Childcare provider name, address, tax ID, and amount paid
  • 1098-T (tuition) and 1098-E (student loan interest)
  • 1095-A (Marketplace health insurance)
  • HSA forms (5498-SA, 1099-SA) and IRA contributions
  • Estimated tax payments made during the year
  • Any IRS or state letters/notices received
  • Bank routing and account number for direct deposit of your refund (provided securely after onboarding, not through the website)

Business Tax Return

For sole proprietors, LLCs, S-corps, and partnerships.

  • Business name, EIN, entity type, and formation documents
  • Prior year business tax return
  • Profit and loss statement and balance sheet (or all bank/credit card statements for the year if you don't keep books)
  • 1099s received (1099-NEC, 1099-K)
  • Payroll reports: W-2s, W-3, 940/941 filings
  • 1099s issued to contractors, and their W-9s
  • Owner/shareholder information and ownership percentages
  • Officer compensation (S-corps)
  • Assets bought or sold during the year (date, cost, description)
  • Vehicle mileage log and vehicle expenses
  • Home office square footage and home expenses
  • Loan statements showing interest paid
  • Inventory records (beginning and ending), if applicable
  • Health insurance and retirement plan contributions for owners/employees
  • Sales tax filings
  • Estimated tax payments made
  • Any IRS or state notices received
Don't have everything? Send what you've got. If a document's missing, I'll tell you exactly what's needed and, for unfiled or hard-to-reconstruct years, I can help pull IRS transcripts to fill the gaps — see Tax Relief.