Documents Needed To Accurately Prepare Your Tax Returns

Personal Tax Returns

• Copy of PDF of prior year tax return (for new clients only)
• W-2’s
• 1099 – INT - interest income from banks
• 1099 – Div – dividend income from stocks owned
• 1099 – B - brokerage account statements
• 1099 – MISC – independent contractor
• Unemployment income
• Social Security Benefits
• 1099 – R
• K-1’s – ownership in S-Corps or LLC’s

For Schedule C filers

  • Schedule of income
  • Schedule of expenses
  • Home Office expenses
  • Schedule of Automobile Use  (if applicable)

Itemized Deductions

  • (Estimate) of out of pocket medical costs
  • 1098 – from mortgage company
  • Real estate taxes paid
  • Charitable contributions – total contributed during the year

Other Deductions

  • IRA contributions
  • Are you a teacher?
  • Child care credit – please provide the following:
  • Name of institution/address/EIN #
  • Which child 
  • Amount paid 
  • Education credits – form 1098-T

Estimated tax payments

  • Any estimated tax payments that were paid during the year for current 
  • year taxes  - please provide some confirmation of payments.

Copy of Drivers License

  • Copy of drivers license (front and back) for the taxpayer and spouse

Voided Check

  • bank information – for direct deposit of refund/direct payment
  • Bank Name/Routing number/Account number

Any other relevant tax related items

Corporate Tax Returns

  • Copy or PDF of Prior Two Years of Tax Returns (for new clients only)

Type of Entity

  • What type of entity is the business?  
  • Corporation, S Corporation, Partnership, Multi-Member LLC, Single member LLC
  • State of formation

Books/ Financials

  • Does the business have any books/records?  (quick books/spreadsheets, etc)
  • Bank Statements for the year – at minimum December 31st statements
  • Any credit card statements for the year?
  • Copy of quickbooks or accounting software files – if applicable

If Initial Year of Business

  • Business Formation Documents
  • EIN #
  • Articles of Incorporation/Organization

For S Corporations & LLC’s

  • Names/address/Social Security numbers of Owners
  • Ownership % Allocation

Brief description of the business

  • How does business make money?
  • Any unique situations for this business?

Payroll Tax Returns/Sales Tax Returns

  • Does the business file payroll tax returns?
  • Does the business file sales tax returns?

Banking information

  • Voided check or Bank name/routing number/account number
  • For tax payments

Estimated tax payments

  • Any estimated tax payments that were paid during the year for current year taxes  - please provide some confirmation of payments.

Any other relevant tax related items