Tax Prepration Checklist for Individuals
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As a tax professional, I am ethically bound to help you pay the lowest tax you are legally required to pay. This list will help me do my job. It is a concise, though not exhaustive, outline of some of the documents I will need when I meet with you.

  • A copy of last year's Federal and State tax returns.
  • All statements of income, such as:
    • W-2's
    • Interest and Dividend statements (Form 1099)
    • Pension income amounts including Social Security
    • Individual Retirement Account contributions or withdrawals
    • Unemployment income statements
    • Trust, "S" corporation, and/or Partnership income amounts (Form K-1)
  • Amounts of mortgage interest and points paid (Form 1098), real estate and auto excise taxes paid, charitable donations (both cash and non-cash), and "out-of-pocket" medical expenses
  • Records of child care expenses including amounts and payee including the federal tax ID and address
  • Lists of any job related expenses, such as:
    • Moving expenses (if your move was job related)
    • Tools and other equipment such as computers, etc.
    • Safety clothing and uniforms
    • Professional books, journals, dues, union dues, etc.
  • Amounts of any estimated tax payments including payments made in Jan of the following year
  • Details of any capital gains transactions including Sale $ Amount and date, Cost $ Amount and Date 
  • If you own rental property or a small business, we will need to see the records pertaining to the property or business.

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