What Documents Do I Need for My Tax Appointment?

• 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)

• 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)

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

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

• 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)

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

• 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)

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

• Form 1095-A

• SSA-1099
• 1099-R

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

• Bring the Letter with You

Click Here to see the ITIN Document List