Personal Tax Preparation Checklist

Before your appointment, gather:

Income Documents

• W-2 forms from all employers

• 1099s (interest, dividends, self-employment, unemployment, etc.)

• Social Security or pension statements

• K-1 forms (if partner/shareholder)

Deductions & Credits

• Mortgage interest (Form 1098)

• Property tax receipts

• Charitable donation records

• Childcare expenses (with provider info)

• Education expenses (Form 1098-T)

• Medical expenses (if itemizing)

Other Info

• Direct-deposit bank info

• Prior-year return (if new client)

• ID for you and spouse, plus SSNs for dependents

Business Tax Preparation Checklist

Business Info

• EIN and legal business name

• Prior-year business return

• Income statements (P&L) and balance sheet

• Bank and credit-card statements

• Payroll summaries (if applicable)

Expenses

• Office supplies, rent, utilities, insurance

• Equipment purchases and depreciation schedules

• Vehicle mileage and fuel records

• Advertising/marketing receipts

• Meals and travel documentation

Other

• Estimated tax payments made

• Loan interest statements

• Business licenses and permits