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Tax Preparation Checklist

What is the overall goal of a tax preparation checklist? Simply put, it will help you get everything together before you begin to file your tax return or show up for your appointment with our tax professionals.


Tax Preparation for Personal Information

√ Your Social Security number

√ Your spouse’s Social Security number (if married)

√ Social Security numbers for any dependents

Tax Preparation for Income Information

√ W-2 Forms from all employers you (and your spouse, if filing a joint return) worked for during the past tax year.

√ 1099 Forms if you (or your spouse) completed contract work and earned more than $600.

√ Investment income information (including: interest income, dividend income, proceeds from the sale of bonds or stocks, and income from foreign investments).

√ Income from local and state tax refunds from the prior year.

√ Business income (accounting records for any business that you own)

√ Unemployment income

√ Rental property income

√ Social Security benefits

√ Miscellaneous income (including jury duty, lottery and gambling winnings, Form 1099-MISC for prizes and awards, and Form 1099-MSA for distributions from medical savings accounts)

Tax Preparation for Income Adjustments

Homebuyer tax credit

√ Green energy credits

√ IRA contributions

√ Mortgage interest

√ Student loan interest

√ Medical Savings Account (MSA) contributions

√ Self-employed health insurance

√ Moving expenses

Tax Preparation for Credits and Deductions

√ Education costs

√ Childcare costs

√ Adoption costs

√ Charitable contributions/donations

√ Casualty and theft losses

√ Qualified business expenses

√ Medical expenses

√ Job and moving expenses

Tax Preparation for Direct Deposit

√ Your bank account number

√ The bank’s routing number




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We strive to handle each and every one of our client's tax and financial matters as if they were our own.