Taxpayer Checklist

👤 Single (No Dependents)

In addition to the general items listed above, if applicable:

If you are a new client, you will need to have the actual copy of your Social Security Card and a valid State or Federal Identification card. If you are a return client, please have your Social Security Card sent with your document. For all taxpayers, either new or return, must provide a Direct Deposit Form or Voided check for your refund to be deposited into.

To all taxpayers who are expecting a refund, either new or return, must provide a Direct Deposit Form or Voided check for the refund to be deposited into.

Please check this list here to see if you have any of the item listed here.

Income Documents

• W-2 (employment)
  • last paid paystub from each employer
• Any of 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)

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

💍 Married (Filing Jointly or Separately)

In addition to the general items listed above, if applicable:

If you are a new client, you will need to have the actual copy of your Social Security Card and a valid State or Federal Identification card for both, you and your spouse. If you are a return client, please have the primary taxpayer Social Security Card sent with your document.

To all taxpayers who are expecting a refund, either new or return, must provide a Direct Deposit Form or Voided check for the refund to be deposited into.

Please check this list here to see if you have any of the item listed here.

Bring everything listed above, plus:

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

Income Documents

• W-2 (employment)
  • last paid paystub from each employer
• Any of 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)

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

👨‍👩‍👧 Taxpayers WITH Children or Dependents which are called Head of Household – HOH Or Married Filing Jointly with Dependents or Surviving Spouse with Dependents

This section covers the three filing statuses listed above, the Head of Household, Married couple, and widower. And each filing status here must have at least a child included in the return.

All parties must provide an actual copy of their Social Security Card and a valid State or Federal Identification card. For a child who does not have an ID, the parent must provide birth certificate.

If you are a return client, please have the primary taxpayer Social Security Card sent with your document.

To all taxpayers who are expecting a refund, either new or return, must provide a Direct Deposit Form or Voided check for the refund to be deposited into.

Please check this list here to see if you have any of the item listed here.

Bring everything listed above, plus:

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

Dependent Information

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

Child-Related Tax Forms

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

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Income Documents

• W-2 (employment)
  • last paid paystub from each employer
• Any of 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)

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

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

If you have a business reported on Schedule C:

In addition to the list below, provide the same information from the, SINGLE, MARRIED or HOH if your circumstances meet this one here. If either you or your spouse owns a small personal business, this here applies to the one operating the small business.

If you are a return client, please have the primary taxpayer Social Security Card sent with your document.

To all taxpayers who are expecting a refund, either new or return, must provide a Direct Deposit Form or Voided check for the refund to be deposited into.

Income

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

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)

🏢 LLC, Partnership (Separate Business Return)

If you own a business outside Schedule C:

LLC / Partnership (Form 1065)

All the income sources and expenses must be furnished on an organized manner to facilitate the process of filing a timely return at a reasonable cost. If the accounting of the business is not done, we may charge an expedited accounting fee at a minimum of $160 her hour, and minimum of ten hours will be charged in advanced, depends on the size of the business and its books.

List of MUST have items:

1. The IRS EIN letter or the Last business tax return. (just to Form 1065)
2. The Article of Organization or Formation.
3. Each owner’s personal information such as.
   1. Social Security Card
   2. Identification Card
   3. Address, Email, Phone, and Occupation.

Other needed Information

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

🏢 S-Corporation or LLC treated as such. (Separate Business Return)

If you own a business outside Schedule C

All the income sources and expenses must be furnished on an organized manner to facilitate the process of filing a timely return at a reasonable cost. If the accounting of the business is not done, we may charge an expedited accounting fee at a minimum of $160 her hour, and minimum of ten hours will be charged in advanced, depends on the size of the business and its books.

List of MUST have items:

1. The IRS EIN letter or the Last business tax return. (just to Form 1120-S)
2. The Article of Organization or Formation.
3. Each owner’s personal information such as.
   1. Social Security Card
   2. Identification Card
   3. Address, Email, Phone, and Occupation.

Other needed Information

1. K-1 for shareholder(s)
2. Ownership percentages
3. Business income & expense records
4. Payroll & reasonable compensation records
5. Payroll records (if applicable)
6. Officer salary details
7. Business bank statements
8. Prior-year corporate return
9. Balance sheet (if available)

🏢 Corporation, or an LLC treated as such (Separate Business Return)

If you own a business outside Schedule C:

C-Corporation (Form 1120)

All the income sources and expenses must be furnished on an organized manner to facilitate the process of filing a timely return at a reasonable cost. If the accounting of the business is not done, we may charge an expedited accounting fee at a minimum of $160 her hour, and minimum of ten hours will be charged in advanced, depends on the size of the business and its books.

List of MUST have items:

1. The IRS EIN letter or the Last business tax return. (just to Form 1120)
2. The Article of Organization or Formation.
3. Each owner’s personal information such as.
   1. Social Security Card
   2. Identification Card
   3. Address, Email, Phone, and Occupation.

Other needed Information

• K-1 (if already issued)
• Ownership percentages
• Business income & expense records
• Payroll records (if applicable)
• Balance sheet (if available)
• Financial statements (P&L, Balance Sheet)
• Payroll records
• Shareholder info
• Fixed asset schedules