Taxpayer Checklist

What you should bring to your tax preparation appointment

🧾 Return taxpayers

Regardless of filing status:

Government-issued photo ID (if requested or asked)
Social Security card or ITIN letter (if requested or asked)
Bank routing & account number (if requested or asked)
IRS letters or notices received during the year (if any)
Form 1095-A (if you had Marketplace health insurance)
Health insurance coverage info (if applicable)

🧾 First time visitor: ALL Taxpayers (Required)

Regardless of filing status:

Government-issued photo ID (Driver’s License or Passport)
Social Security card or ITIN letter (taxpayer, spouse, dependents)
Last year’s tax return (if available)
Bank routing & account number (for direct deposit and/or payment)
IRS letters or notices received during the year (if any)
Form 1095-A (if you had Marketplace health insurance)
Health insurance coverage info (if applicable)

Why We Request Identification & Social Security Numbers

To prepare an accurate and compliant tax return, the IRS requires us to verify the identity of every individual listed on the tax return, including the taxpayer, spouse, and any dependents.

Government-issued photo identification and Social Security numbers (or ITINs) help us:

Confirm identity and prevent tax fraud or identity theft.
Ensure the correct reporting of income, credits, and deductions
Verify eligibility for tax benefits such as the Child Tax Credit, Earned Income Credit, and education credits
Comply with IRS due-diligence and preparer compliance requirements

All information provided is kept strictly confidential and used only for tax preparation and filing purposes, in accordance with IRS regulations and data-privacy standards.

Personal / Individual

Single
Married
HOH
Sole Proprietor

👤 Single (No Dependents)

In addition to the general items:

Income Documents
- W-2 (employment)
- All the 1099s such as:
  1. 1099-NEC (non-employee compensation)
  2. 1099-MISC (Miscellaneous income)
  3. 1099-G (government-unemployment income)
  4. 1099-DIV (Dividends earned)
  5. 1099-INT (Interest income)
  6. 1099-R (retirement or pension distributions)
  7. 1099-SA (Social Security benefits)

Deductions & Credits (if applicable)

Student loan interest (Form 1098-E)
Tuition statements (Form 1098-T)
IRA contributions
Charitable contributions
Mortgage Interest Statement (if you own a house)
1. Solar panel contract if you have one or any type of solar contracts.
Medical expenses (if itemizing)
Vehicle contract if you purchase a one in the tax year

💍 Married (Filing Jointly or Separately)

Bring everything listed above, plus:

Spouse’s photo ID
Spouse’s SSN or ITIN
Income documents for both spouses
Prior-year return showing filing status
Any prenuptial or separation agreements (if filing separately)

👨‍👩‍👧 Taxpayers WITH Children or Dependents which are called Head of Household – HOH

In addition to the above:

Dependent Information

Full legal name of each child/dependent
Social Security number or ITIN
Date of birth
Relationship to taxpayer
Proof of residency (school, medical, or daycare records)

Child-Related Tax Forms

Childcare expenses & provider info
1. Provider name, address, EIN/SSN
Form 1098-T (college students)
Education expenses (books, supplies, tuition)
Adoption records (if applicable)

🧑‍💼 Self-Employed / Schedule C (Sole Proprietor)

If you have a business reported on Schedule C:

Income

- 1099-NEC / 1099-K
- Gross receipts (cash, Zelle, Cash App, Venmo, Stripe, PayPal, etc.)
- Business bank statements

Expenses

Mileage log (business miles)
Vehicle expenses
Office supplies & equipment
Advertising & marketing
Phone & internet (business portion)
Home office info (square footage)
Insurance
Professional fees
Licenses & permits
Meals (business-related)
Travel expenses

Other

Prior-year depreciation schedule
Asset purchase receipts (equipment, vehicles)

Corporation / LLC

LLC / Partnership
S-Corporation
C-Corporation

🏢 LLC, Partnership (Separate Business Return)

If you own a business outside Schedule C:

LLC / Partnership (Form 1065)

K-1 (if already issued)
Ownership percentages
Business income & expense records
Payroll records (if applicable)
Balance sheet (if available)

🏢 LLC, Partnership, or Corporation (Separate Business Return)

If you own a business outside Schedule C:

S-Corporation (Form 1120-S)

K-1 for shareholder(s)
Payroll & reasonable compensation records
Officer salary details
Business bank statements
Prior-year corporate return

🏢 LLC, Partnership, or Corporation (Separate Business Return)

If you own a business outside Schedule C:

C-Corporation (Form 1120)

Financial statements (P&L, Balance Sheet)
Payroll records
Shareholder info
Fixed asset schedules

Disclaimer

All personal, financial, and tax information provided to our office—including names, Social Security numbers, ITINs, dates of birth, income records, and identification documents—is kept strictly confidential. This information is used solely for the purpose of preparing, filing, and supporting your tax return, in accordance with IRS regulations and applicable federal and state privacy laws.

We maintain administrative, technical, and physical safeguards to protect your information from unauthorized access, disclosure, or misuse. Your information will not be shared with third parties unless required by law, authorized by you, or necessary to complete tax filing and compliance services.

We only share your information with the tax software company that we use to prepare the return, and if you did not pay our preparation fees up front, we will share your information with the bank that we use to collect our fees, and such bank is a pre-approved bank with the IRS and the tax software company.