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Essential Checklist for Individual Taxpayers

  • W-2 Forms from All Employers
  • 1099 Forms for Additional Income
  • Social Security Numbers for All Dependents
  • Proof of Health Insurance Coverage
  • Mortgage Interest Statements
  • Property Tax Receipts
  • Charitable Donation Receipts
  • Student Loan Interest Statements
  • Education Expenses Documentation
  • Retirement Account Contributions
  • Childcare Expenses Records
  • Unreimbursed Medical Expenses
  • State and Local Tax Payments
  • Investment Income Documents
  • Alimony Payments or Receipts
  • Job-Related Moving Expenses
  • Union Dues and Professional Fees
  • Last Year’s Tax Return

Comprehensive Checklist for Self-Employed & Gig Workers

Income Documentation

1099-MISC and 1099-NEC Forms

Expense Records

Receipts for Business Purchases

Mileage Log

Record of Business Travel Miles

Home Office Deduction

Square Footage of Office Space

Estimated Tax Payments

Quarterly Tax Payment Receipts

Business Licenses

Copies of Any Required Licenses

Insurance Documentation

Proof of Business Insurance

Previous Tax Returns

Copies of Last Year’s Returns

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Individual Tax Preparation

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