Tax Preparation

Tax Filing Reminders

Gathering the right documents before your appointment saves time and ensures the most accurate return possible. Use this checklist to come prepared.

Be Ready Before Your Appointment

Whether you're filing as an individual, a family, or a small business owner, having your documents organized ahead of time makes the process faster and smoother. Review each category below and collect everything that applies to your situation.

Personal Information

Social Security Numbers (SSN) or Individual Taxpayer Identification Numbers (ITIN) for you, your spouse, and all dependents
Date of birth for you, your spouse, and all dependents
Valid government-issued photo ID (driver's license or passport)
Bank account number and routing number for direct deposit of your refund
Last year's tax return (if available — helpful for reference)

Income Documents

W-2 forms from all employers (wages and salary)
1099-NEC or 1099-MISC (self-employment, freelance, or contract income)
1099-INT (interest income from bank accounts)
1099-DIV (dividend income from investments)
1099-B (proceeds from stock or investment sales)
1099-R (retirement or pension distributions)
SSA-1099 (Social Security benefits received)
1099-G (unemployment compensation or state tax refunds)
K-1 forms (income from partnerships, S-corporations, or trusts)
Rental income records and related expenses

Deductions & Credits

Mortgage interest statement (Form 1098)
Property tax statements
Charitable donation receipts (cash and non-cash)
Medical and dental expense records
Student loan interest statement (Form 1098-E)
Tuition and education expense records (Form 1098-T)
Childcare provider name, address, and Tax ID or SSN
Records of energy-efficient home improvements
Unreimbursed business expenses (if applicable)

Health Insurance

Form 1095-A (if you purchased insurance through the Marketplace/Exchange)
Form 1095-B or 1095-C (proof of employer or government health coverage)
Health Savings Account (HSA) contributions and distributions (Form 5498-SA / 1099-SA)

Self-Employment & Business

Records of all business income received
Business expense receipts (office supplies, travel, meals, advertising, etc.)
Home office measurements and expenses (if you work from home)
Vehicle mileage log for business use
Records of estimated tax payments made during the year
Depreciation schedules for business assets

Other Situations

IRS Identity Protection PIN (IP PIN) if you have one assigned
Alimony paid or received (divorce agreements dated before 2019)
Gambling winnings (W-2G) and losses
Foreign income or foreign bank account information (FBAR/FATCA)
Records of cryptocurrency transactions
Adoption expenses (if claiming the adoption tax credit)

Pro Tip

Not sure if a document applies to you? Bring it anyway. It's always better to have more information than less. Our preparers will review everything and let you know what's needed for your specific situation.

Ready to File? We're Here to Help.

Once you've gathered your documents, contact Family Tax LLC to schedule your appointment. We'll take care of the rest.