Laura Correa

Laura CorreaLaura CorreaLaura CorreaLaura Correa
  • Home
  • Contact
  • Pricing
  • Documents Needed

Laura Correa

Laura CorreaLaura CorreaLaura Correa
  • Home
  • Contact
  • Pricing
  • Documents Needed

What Documents Do I Need for My Tax Appointment?

Not sure? Text us and we'll tell you exactly what to bring.

👩‍💼 If You Work a Regular Job (W-2)

  • Photo ID
  • Social Security Cards or ITINs for everybody on the return
  • All W2 Forms
  • Last Year's Tax Return (if new client)
  • Bank Account & Routing number (for direct deposit)

🚗 If You Are Self-Employed (1099 / Cash Jobs)

  • Photo ID
  • SSN/ITIN
  • All 1099 Forms
  • Total income received (even if not on 1099)
  • Expense list or bank statements
  • Mileage estimate
  • Last year's return (if new client)

🏢 If You Have a Registered Business / LLC / Corporation

  • EIN Letter from IRS
  • Business income & expenses
  • Business bank statements
  • Payroll reports (if you have employees)
  • Last year's business return (if new client)

🚀 If You Want to Open a Business / LLC

  • Photo ID
  • SSN or ITIN
  • 2-3 Business Name Ideas
  • Business Address
  • Type of work you will do
  • Email & Phone for business

👶 If You Have Dependents / Children

  • SSN Cards or ITIN Letters
  • Birth Certificates (if new client)
  • School or medical records (for NEW ITIN)
  • Childcare provider EIN/SSN + Total Paid)
  • Form 1098-T (college students)

🏠 Homeowner / Itemizing Deductions

  • Mortgage Interest Form (1098)
  • Property Tax Statement
  • Donation Receipts
  • Solar Panel documents (if installed)

🏘️ If You Own a Rental Property

  • Property Address
  • Total rent received
  • Expense receipts (repairs, HOA, insurance, utilities, etc)
  • Mortgage Interest (Form 1098)
  • Property Tax Statement
  • Major improvements made
  • Last Year's Return (if new client)

⚡ If You Purchased an Electric or Energy-Efficient Vehicle

  • Purchase agreement / Sales contract
  • Make, Model & VIN number
  • Vehicle Registration
  • Proof of Purchase Date

🏥 If You Have Marketplace Health Insurance

  • Form 1095-A

👴 If You Receive Social Security, Disability, or Retirement

  • SSA-1099
  • 1099-R

💻 If You Sold a House, Car, Stocks, or Crypto

.

  • Sale/Closing Documents
  • 1099-S or 1099-B
  • Crypto Transaction Summary

✉️ If You Received IRS Letters

  • Bring the Letter with You

🆔 If You Need an ITIN (We Are a Certified Acceptance Agent)

Bring Original Documents

  • Bring the Letter with You

Add a footnote if this applies to your business

Copyright © 2026 Laura Correa - All Rights Reserved.

Powered by

  • Contact

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept