Client Checklist
What to Bring to Your Appointment
To make your appointment smooth and stress-free, please review this checklist and gather the documents that apply to you. If you have any questions, just call or email us—we're happy to help!
For W2 Earners
- All W2 forms from employers
- Government-issued photo ID
- Last year's tax return (if available)
- Dependent information (if claiming dependents)
For 1099/Contractors
- All 1099 forms (e.g., 1099-NEC, 1099-MISC)
- Records of business expenses (receipts, bank statements)
- Mileage logs (if applicable)
- Business license (if applicable)
- Last year's tax return (if available)
- Photo ID
For Small Business Owners
- Income and expense records (QuickBooks, spreadsheets, etc.)
- Bank statements
- Receipts for major purchases
- Prior year's tax return
- Photo ID
Special Situations
- Childcare expenses (provider info & receipts)
- Tuition statements (Form 1098-T)
- Mortgage interest statement (Form 1098)
- Property tax statements
- Investment income (1099-B, 1099-INT, 1099-DIV)
- Rental property info (income & expenses)
- IRS notices (if you received any)
- ITIN application/renewal documents
đź’ˇ Helpful Tips
- •If you're unsure, bring extra documents—better safe than sorry!
- •Digital copies are welcome (PDF, scan, or photo).
- •Organize by category for a faster appointment.
Ready to schedule your appointment? Complete our intake form to get started.