Be Prepared
Your Tax Appointment — What to Bring
Being prepared makes filing faster, easier, and stress-free. Here’s exactly what to bring.
- Social Security Numbers (all family members)
- Photo ID
- Last year's tax return
- Bank routing + account number (for direct deposit)
- W-2s (wages/salary)
- 1099-MISC / 1099-NEC
- 1099-R (retirement)
- SSA-1099 (Social Security)
- 1098-T (tuition)
- 1098-E (student loan interest)
- HSA contributions (Form 5498-SA)
- Childcare expenses + provider EIN
- Estimated tax payments made
- 1098 mortgage interest
- Mortgage points
- Property taxes
- Vehicle tabs / MV tax
- Charitable contributions (cash + non-cash)
- Medical expenses (if substantial)
- State & local taxes paid
- 1099-INT
- 1099-DIV
- 1099-NEC / revenue records
- Profit & loss statement
- Advertising
- Commissions
- Contract labor
- Insurance
- Office supplies
- Rent
- Travel & meals
- Utilities
- Vehicle mileage log
- Home office sq ft
- 1099-B
- Capital gain / loss records
- Rental income records
- Advertising
- Auto
- Cleaning
- Commissions
- Insurance
- Legal fees
- Management fees
- Mortgage interest
- Repairs
- Supplies
- Taxes
- Utilities
- Depreciation schedule
- Chemicals
- Conservation
- Depreciation
- Feed
- Fertilizer
- Freight
- Fuel
- Insurance
- Labor
- Land clearing
- Repairs
- Seeds
- Supplies
- Taxes
- Utilities
- Veterinary
- State unemployment contributions
- Wages paid
- Prior year tax return (federal + state)
- Articles of incorporation / partnership agreement (first year only)
- Profit & loss statement
- Balance sheet
- General ledger / trial balance
- Bank & credit card statements
- Payroll records (W-2s, W-3, 941s)
- 1099-NECs issued and received
- Asset purchases & dispositions
- Loan documents & interest paid
- Owner distributions / dividends paid
- Prior year K-1 schedules (if applicable)
- Shareholder / partner basis information
Not sure what to bring? Call us.
We'll talk through your situation in 5 minutes and tell you exactly what to gather.