TAX PREPARATION & AMENDMENTS

📂 Tax Season 2026: Your Document Checklist

Please gather these documents before uploading to your secure portal.

1. Personal Information (All Filers)

• [ ] Photo ID: A copy of your driver’s license or state ID (and your spouse's, if filing jointly).

• [ ] Social Security Numbers: Full names and SSNs/ITINs for you, your spouse, and all dependents.

• [ ] Last Year’s Return: If you are a new client, please upload your full 2024 tax return.

• [ ] Bank Info: Routing and account number for your direct deposit refund.

2. Income Records (The "Paperwork")

• [ ] W-2s: From all employers.

• [ ] 1099-NEC / 1099-K: For freelance, side hustles, or gig work (Uber, DoorDash, etc.).

• [ ] 1099-INT / 1099-DIV: For interest and dividends from your bank or brokerage.

• [ ] 1099-B: For stocks or property sales.

• [ ] 1099-DA: (New for 2026) For any digital asset/crypto transactions.

• [ ] 1099-R: For retirement plan distributions or IRA withdrawals.

• [ ] SSA-1099: For Social Security benefits received.

3. Business & Self-Employed (Schedule C / S-Corp)

• [ ] Total Income: Total gross receipts (if not all on 1099s).

• [ ] Expense Records: Totaled by category (Advertising, Supplies, Travel, etc.).

• [ ] Home Office: Square footage of your office vs. total home square footage, plus utility bills.

• [ ] Vehicle Log: Total miles driven for the year and total business miles.

4. Deductions & Credits

• [ ] Form 1098: Mortgage interest and property taxes paid.

• [ ] Form 1098-T: For college tuition (and receipts for books/supplies).

• [ ] Childcare Costs: Total paid, plus the provider’s name, address, and Tax ID (EIN/SSN).

• [ ] Charitable Receipts: Records of cash and non-cash donations.

• [ ] HSA/Medical: Form 1099-SA for distributions and records of out-of-pocket medical costs.