Checklist
Tax Prep Checklist
Bring these documents to your appointment — or upload them securely — so we can prepare an accurate return without delays.
Personal information
- Last year’s income tax return (if you are a new client)
- Name, address, Social Security number and date of birth for yourself, your spouse and dependents
- Dependent care provider’s name, address and tax ID or SSN
- Bank routing and account number for direct deposit of your refund
Income
- Wages (Form W-2) and unemployment income
- Interest and dividend income
- State or local income tax refunds
- Social assistance income
- Pensions, annuities, and stock or bond sales
- Contract, partnership, trust or estate income (including K-1s)
- Gambling and lottery winnings and losses, prizes and bonuses
- Alimony received
- Rental income
- Self-employment income and tips
- Foreign income
Expenses & deductions
- Dependent care costs
- Education and tuition costs, and materials purchased
- Medical and dental expenses
- Mortgage and home equity loan interest, and mortgage insurance
- Employment-related expenses
- Gambling and lottery expenses
- Tax return preparation fees
- Investment expenses
- Real estate and home property taxes
- Federal and state estimated tax payments, with the dates paid
- Charitable contributions — cash and non-cash
- Purchases that may qualify for residential energy credits
- IRA and other retirement contributions
Self-employed or own a small business? Fill out the Schedule C worksheetwith your business income and expenses. Ready to send everything? Use our secure upload.
Have a question about your situation? Call (832) 638-5790 or send us a message.