Document Checklist
What to Bring to Your
Tax Appointment
Having the right documents ready saves time and helps us get you the biggest refund possible. Here's everything you need.
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Personal Identification
Government-issued Photo ID
Driver's license, state ID, or passport
Social Security Cards
For you, your spouse, and all dependents
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Income Documents
W-2 Forms
From every employer you worked for during the tax year
1099 Forms
1099-NEC, 1099-MISC, 1099-INT, 1099-DIV, 1099-R, etc.
Business Income & Expense Records
Required if you are self-employed or own a business
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Financial Information
Bank Account Information
Routing and account number for direct deposit of your refund
Previous Year's Tax Return
Helps us verify your identity and carry forward any credits
Helpful Tips
- 1Gather all documents before your appointment to avoid delays.
- 2If you received unemployment benefits, include your 1099-G.
- 3Homeowners: have your mortgage interest statement (Form 1098) ready.
- 4Made charitable donations? Bring receipts for contributions over $250.
- 5Not sure if a document applies to you? Bring it anyway — we'll sort it out together.
Ready to Get Started?
Upload your documents securely online or book a free consultation — we'll take it from there.