List of Items Needed for Tax Preparation For Individuals (Links are Examples Tax Documents)

• A Copy of Previous Year’s Tax Return if available

• All W-2s, 1099s, and K-1’s received

• A picture of the front and back of your Driver's License (and your spouse’s drivers license if married filing jointly)

• Info/Documents on any income generated from: trusts, individual stocks, bonds, ETF's or Crypto Currencies or other investment equities (1099s)

• Documents received from retirement accounts and 529s

• If the total of the following items is over $12K (Single or Married Filing Separately) or $24K (Married Filing Joint), information on these items is needed:

  • Medical expenses, property taxes, charity contributions, home mortgage interest, state and local income taxes, casualty and theft losses

• Information on health savings accounts (if applicable)

• Financial statements or financial summary for non-corporation (LLCs) owned

  • Income Statements

  • Balance sheets (if corporation)

  • Mileage Log (for business miles driven)

  • Home Office Deduction Info (if applicable):

    • Sqft of home vs Sqft of home office

    • Casualty losses from disasters

    • Home Maintenance

    • Home Repairs

    • Rent (If you rent your home)

    • Utility Expenses

    • Home Insurance Expense

    • Home Property Taxes

    • Home Mortgage Interest

• Summary of total income and expenses associated with rental property. (if applicable)

• Depreciation Schedules for businesses, rental real estate, and personal property used for business purposes

• Summary of business entities

• Business and personal loan documents 

• Student loan documents

• Any other information or documents that may be relevant