Download, view or print our handy tax document organzier before you come to see us!

Tax Document Organzier

To ensure that we have everything we need to process your tax return quickly, make sure that you bring EVERYTHING THAT APPLIES to your situation.

Personal Information

• Last year’s tax return (if we did not prepare it)
• Date of birth for everyone on the return
• Social Security cards or ITIN numbers for you, your spouse, and dependents
• Bank account and routing numbers (Mandatory for 2026 tax year filing)

Income Documents

Please bring all income-related forms you received, including:

• W-2 forms (employment income)
• 1099 forms (independent contractor, freelance, retirement, unemployment, etc.)
• Social Security income statements (SSA-1099)
• Investment income forms (1099-INT, 1099-DIV, 1099-B)
• Rental property income records
• Business income records

Small Business Owners / Self-Employed

If you own a business or are self-employed, please bring:

• Profit and loss statements
• Business expense records
• Mileage logs
• Payroll records (if applicable)
• Business-related receipts
• Prior year business tax returns

Deduction & Credit Information

Bring documentation for any deductions or credits you may qualify for, such as:

• Mortgage interest statements
• Property tax records
• Childcare expenses
• Education expenses (1098-T)
• Medical expenses
• Charitable donations
• Retirement contributions
• Health insurance forms (1095-A, B, or C)

Additional Documents

If applicable, please bring:

• IRS letters or notices
• Estimated tax payment records
• Alimony documentation
• Adoption expenses