A woman is working on her finances at the desk.

What Do I Need To Bring In?

Personal Taxes

  • Prior year tax return
  • Current address, phone number, and email address
  • Current driver's license numbers, including issue and expiration dates.
  • Names, birthdates, and social security numbers of all people listed on the tax return. Please make special note of any births or deaths.
  • At any time during the current year, did you receive, sell, send, exchange, or otherwise acquire any financial interest in any virtual currency?


  • Forms W-2 from all employers and all states. Please separate yours from your dependents.
  • Bank interest Forms 1099-Int. Banks are not required to issue for amounts under $10.
  • Dividend Forms 1099-Div
  • Year End Broker forms for taxable investment accounts. These are typically issued in February. Do not include retirement accounts
  • All transactional data summarized for small business earnings.
  • All transactional data summarized for rental property separated by property address. Please also include the prior year's depreciation schedule. Include all settlement statements for any new purchases, sales, or exchanges.
  • All Forms K-1 from Partnerships, S Corporations, or Estates.
  • All oil and gas royalty Forms 1099-Misc. Please make a note of what State the income is derived from.
  • All farm activity, including CCC payments and depreciation schedules.
  • All pension distribution Forms 1099-R. These include IRAs and annuities.
  • All Social Security Forms 1099-SSA for all recipients
  • State refund Forms 1099-G
  • Unemployment Forms 1099-G
  • Any alimony paid or received? Date of the Agreement? ______________
  • Gambling income Forms W-2G


  • Teacher expenses limited to $300
  • Retirement plan contributions outside of employer plans, including IRA contributions.
  • Student loan interest Form 1098-E
  • Real estate property tax paid, not assessed, on personal residence
  • License and registration fees on vehicles. Only the ownership tax is deductible.
  • Mortage interest Form 1098 on principal residence
  • Charitable contributions separated by cash-type vs non-cash type.


  • College tuition Form 1098-T for all attended schools.
  • Daycare information, including name, address, and social security number/EIN of the provider.
  • Solar installed?
  • Adopted a child? Special needs child?


  • Estimated Taxes Paid: 4/15________6/15________9/15________1/15________

Business Taxes

  • Prior year tax return
  • Company name, address, and EIN
  • Shareholder's names, addresses, SSNs, and percentage ownership
  • Backup of Quickbooks on a flash drive or securely emailed.
    *If there are no Quickbooks files, a spreadsheet of broad categories is sufficient.