What to Bring

Bring whatever applies to you. Don't worry if you're missing something; we can always follow up after your appointment. You can also upload documents through the client portal.

Start with last year's tax return. If you're a new client, it helps me get to know your situation quickly.

Personal Information

• SSN or tax ID number
• Spouse SSN
• Identity protection PIN, if one was issued to you, your spouse, or a dependent
• Bank routing and account numbers for direct deposit or payment

Dependents

• Dependent birth dates and SSNs
• Childcare records, including the provider’s tax ID number
• Income of dependents in your home
• Form 8332, if you’re divorced and the custodial parent is letting you claim the children this year

Income

• W-2 (employee wages)
• 1099-INT (interest income)
• 1099-DIV (dividend income)
• 1099-B (sale of stocks)
• 1099-G (unemployment income)

Self-Employed

• 1099-NEC (contractors)
• 1099-K (gig workers on apps)
• Records of all expenses: credit card statements, receipts, etc.
• Business-use asset information (cost, date placed in service) for depreciation
• Home office information
• Form 1040-ES: record of estimated tax payments

Rental Income

• Records of income and expenses
• Rental asset information (cost, date placed in service) for depreciation
• Form 1040-ES: record of estimated tax payments

Retirement Income

• 1099-R (pension, IRA, annuity distributions)
• Form 5498: traditional IRA contributions
• Social Security/RRB income: SSA-1099, RRB-1099

Savings, Investments & Dividends

• 1099-INT, 1099-OID, 1099-DIV: interest and dividend income
• 1099-B, 1099-S: sales of stock or other property
• Purchase dates and cost basis for property sold (if not on the 1099-B)
• 1099-SA or 1099-LTC: HSA or long-term care reimbursements
• Expenses related to investments
• 1040-ES: estimated tax payments
• 1099-DA: digital asset transactions, like cryptocurrency

Other Income & Losses

• 1099-K: payment card, Venmo, Zelle, or Cash App business transactions
• W-2G: gambling income, with records of gambling expenses
• Jury duty records
• Hobby income and expenses
• Prizes and awards
• Trust income
• 1099-MISC: royalty income
• Any other 1099s you received
• Alimony paid or received, with ex-spouse’s name and SSN
• State tax refund

Home & Vehicle Ownership

• 1098 (mortgage interest)
• All other 1098 forms
• Real estate and personal property (car registration) tax statements
• Receipts for energy-saving home improvements
• EV purchase records

Charitable Donations

• Cash donated to places of worship, schools, or other charities
• Records of non-cash donations
• Miles driven for charitable and medical purposes

Medical Expenses

• Amounts paid for healthcare, insurance, and dentists
• Qualified insurance premiums paid outside the Marketplace or an employer plan

Health Insurance

• 1095-A (Marketplace health insurance)

Childcare Expenses

• Fees paid to a licensed day care for an infant or preschooler
• Amounts paid to a babysitter or provider for a child under 13 while you work
• Expenses paid through a dependent care FSA at work

Educational Expenses

• 1098-T (tuition payments)
• Receipts for qualified educational expenses
• Scholarships or fellowships received
• 1098-E (student loan interest)

K-12 Educator Expenses

• Receipts for classroom expenses

State & Local Taxes

• State and local income or sales tax paid (other than wage withholding)
• Invoice showing vehicle sales tax and/or personal property tax on vehicles

Retirement Contributions

• Form 5498-SA: HSA contributions
• Form 5498: IRA contributions
• All other 5498 forms

Federally Declared Disaster

• Check the FEMA website to see if your county was declared a disaster area
• City or county where you lived, worked, or had property
• Records supporting property losses (appraisal, clean-up costs, etc.)
• Rebuilding and repair costs
• Insurance reimbursements or claims to be paid
• FEMA assistance information