Use the checklist below to gather your tax documents. This is a list of basic documents to get you started. Individual circumstances might require additional documents.

Personal Information:

  • Name, address, Social Security numbers, date of birth for you, your spouse, and your dependents
  • Copy of last year tax return (if our firm didn’t prepare 2020 tax return).
  • Identity Protection PIN, if one has been issued to you, your spouse, or your dependent by the IRS
  • Bank account number and routing number for direct deposit of tax refund
  • IRS Letter 6475 - your 2021 Economic Impact Payment, to determine eligibility to claim the Recovery Rebate Credit
  • IRS Letter 6419 - official documentation that has the details you need to report your advance Child Tax Credit (CTC) payments

Information about your income:

  • W-2 for you and your spouse
  • Form 1099-Misc or 1099-NEC for other income
  • Schedule K-1s from any businesses
  • Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)
  • Income from sales of stock or other property (1099-B, 1099-S)
  • Transactions involving cryptocurrency (Virtual currency)
  • Pension/IRA/annuity income (1099-R)
  • Form 1099-G for Unemployment income
  • Info on any other income for example royalty income, prizes and awards

Information about deductions:

  • Form 1098 for mortgage interest
  • Form 1098-E for student loan interest
  • Form 1098-T for education expenses
  • Form 1095-A for health insurance through the Marketplace
  • Self-employed health insurance payments record (only applies if you are self-employed)
  • Child Care costs (provider’s name, address, tax ID, and amount paid)
  • Rental property asset information along with records of income and expenses
  • Qualified charitable contributions

Taxes you’ve paid:

  • Real estate taxes paid
  • Estimated tax payments made

$199 Tax Preparation

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    Tax preparation starts from $199 for a basic tax return. Prices varies based on number of schedules. Contact us for a personalized price.