Filing your taxes doesn’t have to feel overwhelming. Whether you’re filing as an individual or for your family, I’m here to ensure your return is prepared accurately and with care so nothing important is missed. Life changes, dependents, and income updates all matter, and we’ll walk through it together.
Below, I’ve listed the documents you’ll want to have handy before completing the form. When you’re ready, click Get Started to fill out the secure Client Intake Form. Once you’ve completed it, you’ll be guided to schedule your tax appointment at a time that works best for you.
Personal Information
- Government-issued photo ID
- Social Security cards or SSNs for all household members
- Dates of birth for all individuals on the return
- Current address, phone number, and email
- Bank account and routing number for direct deposit or payment
Income Documents
- W-2s from all employers
- 1099 forms (NEC, MISC, INT, DIV, G, R, SSA)
- Unemployment income documentation
- Any additional income not reported on a form
Credits & Deductions
- Childcare provider information (name, address, EIN/SSN)
- Education forms (1098-T)
- Student loan interest (1098-E)
- Mortgage interest and property tax statements
- Charitable contribution records
Required for Compliance
- Most recent prior-year tax return OR IRS tax transcript
- IRS letters or notices received
- Identity Protection PIN (if issued)
*Disclaimer: This checklist is provided as a general guide only. The documents listed are not limited to those that
may be required. Additional information or documentation may be necessary to accurately prepare and complete
your tax return in compliance with IRS regulations