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Document Checklist
👤 Personal Information
- Driver’s license (if new client)
- Social Security cards for all dependents (if new client)
- Prior year tax return (if new client)
- Bank account and routing number for direct deposit
💼 Income
Provide any of the following that apply to you:
- W-2 (employment)
- 1099-NEC or 1099-MISC (contract work)
- 1099-K (Venmo, PayPal, etc.)
- 1099-INT (interest)
- 1099-DIV (dividends)
- 1099-R (retirement distributions)
- SSA-1099 (Social Security)
- 1099-G (unemployment or state refund)
- K-1 (partnership, S-corp, trust)
🏠 Home & Property
- Mortgage interest (Form 1098)
- Property tax statements
- Closing statements if you bought or sold property
- Rental income and expense summary
- Solar or energy credit documents
👶 Children & Education
- Childcare provider name, address, and EIN
- 1098-T (college tuition)
- Student loan interest (1098-E)
🏥 Health Insurance
- Form 1095-A (Marketplace only)
💳 Deductions & Other
- Charitable donations (cash and non-cash)
- Medical expenses (if significant)
- Estimated tax payments made
- IRS or FTB letters received
📌 Self-Employed (If Applicable)
- Asset purchases (equipment, computers, etc.)
- Income summary
- Expense summary
- Mileage total
- Home office square footage