Just Bring the Pile. We Will Make It Easy.
You do not need to sort anything before you come in. Hand us the whole stack exactly as it is, receipts and all, and we will organize it together. It is part of the job. If you like a head start, the list below is what helps, and the papers people forget most are marked often forgotten.
Everyone, Every Year
- Photo ID (and your spouse's)
- Last year's tax return (if you are new to us, often forgotten)
- Social Security numbers (for you, your spouse, and dependents)
- Bank routing and account numbers (for direct deposit)
- Any IRS identity protection PIN letter (the IP PIN, often forgotten)
Your Income
- W-2s (from each job)
- 1099s (NEC, INT, DIV, B, R, K, and others)
- Your Social Security benefit statement (the pink SSA-1099, often forgotten)
- K-1s (from a partnership, S-Corp, or trust)
- Brokerage and crypto year-end summaries
Health, Savings, and Home
- HSA forms (1099-SA and 5498-SA, often forgotten)
- Marketplace insurance form (1095-A)
- Mortgage interest (1098) and property tax paid
- Closing statements (for any property bought or sold, often forgotten)
- Estimated tax payments (dates and amounts you paid, often forgotten)
If You Own a Business
- Profit and loss and balance sheet (or your QuickBooks access)
- Mileage log and vehicle use
- Equipment or asset purchases
- Payroll reports and any 1099s you issued
A general guide, not a rule book. Every return is a little different, so this list is a starting point rather than a complete one. Not sure whether something matters? Bring it, or call us at (813) 777-2765 and ask.
Ready when you are. Let's get your appointment on the calendar.
Request a call