What to bring to your appointment
Use this checklist to gather your documents before your appointment. The more complete your documents, the faster we can get your return done and the more deductions we can find.
Virtual or in-person. Same checklist applies.
Whether you're coming in or uploading through the portal, gather the same documents. For virtual appointments, upload everything to your secure client portal before your scheduled time.
Personal information
- Social Security numbers for you, spouse, and all dependents
- Date of birth for all family members
- Prior year tax return (federal & state if available)
- Bank account & routing number for direct deposit
- Driver's license or government-issued ID
Income documents
- W-2s from all employers
- 1099s (freelance, interest, dividends, retirement)
- Social Security benefit statement (SSA-1099)
- K-1 forms (partnerships, S-Corps, trusts, estates)
- Gambling or lottery winnings (W-2G)
- Unemployment compensation (1099-G)
- Crypto transactions (exchange statements or Form 1099-DA)
Deductions & credits
- Mortgage interest statement (Form 1098)
- Property tax records
- Charitable donation receipts (cash & non-cash)
- Medical & dental expense records
- Student loan interest statement (Form 1098-E)
- Tuition & education expenses (Form 1098-T)
- Child care expenses & provider EIN/SSN
- Health insurance premiums (if self-employed)
- HSA contributions & distributions (Form 1099-SA)
Business owners (add these)
- Business income & expense records or P&L statement
- Mileage log for business driving
- Home office square footage (if applicable)
- Asset purchases over $500 (equipment, vehicles, etc.)
- Payroll records & 1099s you issued to contractors
- Estimated tax payments made during the year
- Bank statements (if no bookkeeping system in place)
Don't worry if you're missing something. Bring what you have and we'll let you know if anything else is needed. In many cases, we can retrieve transcripts and documents directly from the IRS, so don't let an incomplete stack of papers stop you from booking.
Uploading documents virtually
Not coming in person? Here's how to get us everything we need through your secure client portal.
Log in to your client portal
Use the link we sent when you registered. First time? Your invitation arrives by email after booking your appointment.
Upload your documents
Scan or photograph your documents and upload them directly. PDFs and clear photos both work fine. Label files clearly where possible (e.g. "W2 - Employer Name").
We'll reach out if anything is missing
Once we review your documents we'll message you through the portal if we need anything else. No phone tag required.
Ready to get started?
Book your appointment and we'll send you a confirmation with everything you need to prepare.
