Personal Information

• Full legal name, date of birth, and Social Security number for you, spouse, and dependents

• Valid government issued ID for taxpayer and spouse

• Current mailing address, email, and phone number

• Last year’s federal and state tax returns
   

Income Documents

• W-2 forms from all employers

• 1099-NEC for self employment income

• 1099-MISC for contract or miscellaneous income

• 1099-K for third party payments (PayPal, Cash App, Stripe, etc.)

• 1099-INT for interest income

• 1099-DIV for dividend income

• 1099-R for retirement distributions

• 1099-G for unemployment benefits

• Social Security benefits statement (SSA-1099)

• K-1s from partnerships, S Corps, trusts, or estates

• Rental income and expense summary

• Cryptocurrency transaction reports

• Hobby or side business income documentation
   

Self Employed and Business Owners

• Profit and loss statement

• Business mileage log

• Receipts for supplies, software, utilities, advertising, and equipment

• Home office measurements and expenses

• Business banking or bookkeeping records
   

Deductions and Credits

• Childcare expenses and provider information

• Education expenses, 1098-T form, and student loan interest

• Medical expenses and health insurance documents (1095-A, 1095-B, or 1095-C)

• Mortgage interest statement (1098)

• Property tax receipts

• Charitable donation receipts

• Retirement contributions (IRA, 401k, etc.)

• Energy efficient home improvement receipts

• Adoption expenses

• Alimony paid or received
   

Investments and Real Estate

• Brokerage statements

• Stock sales reports

• Real estate closing documents (HUD-1 or closing disclosure)

• Rental property expenses and depreciation records
   

Additional Items

• Bank routing and account numbers for direct deposit

• Estimated tax payments made during the year

• Any tax letters received from the IRS or state

• Any legal documents that impact taxes (marriage, divorce, custody, business formation, etc.)