What documents should I provide?

The list below is not comprehensive of every document or piece of information we may need, but is intended to capture the most common items

Worksheets

  • Were you self employed? If not using Quickbooks, provide your self-employment info on the following:

    • Freelancers, sole proprietors, or single-member LLC worksheet

    • Multi-member LLC, Partnership, S/C Corp worksheet

  • Did you have rental income?

  • Did you donate to charity? Complete this worksheet

  • Did you have childcare expenses? Complete this worksheet

  • Did you have out of pocket medical expenses? Complete this worksheet

  • Do you have bank/brokerage accounts outside the US whose total value was more than $10k? Complete this worksheet

  • Not a US resident? Complete this worksheet

Income Checklist

  • Wages - W-2

  • Freelancer Income - 1099-NEC

  • Interest and Dividend Income - 1099-INT, 1099-DIV

  • Income from Partnerships, S Corps, Trusts, & Estates - K-1

  • Retirement Distributions - 1099-R

  • Social Security - 1099-SSA

  • Unemployment Income - 1099-G

  • State Income Tax Refund - 1099-G

  • Distributions from Health Savings Acct (HSA) - 1099-SA

  • Stock Sales - 1099-B

  • Alimony Received - Amount you received

  • Sale of Personal Real Estate - Provide purchase price, sale price, and improvements

  • Advanced Child Tax Credit - If you received advance payments, please provide letter 6419

 Deduction Checklist

  • Prior Year Tax Return - Federal and States

  • Mortgage Interest & Property Taxes Paid - 1098

  • Mortgage Insurance Premiums - Amounts paid

  • Contributions to Retirement - 5498

  • Contributions to HSA - 5498-SA

  • Student Loan Interest Paid - 1098-E

  • Tuition and Fees Paid - 1098-T

  • Proof of Health Insurance - 1095-A/B/C

  • Estimated Taxes Paid - Amount and date paid for federal, state and local estimates

  • Educator Expenses - Amount paid as an educator

  • Foreign Taxes Paid - Amount paid per country