Required for ALL individuals:

✅Last year’s tax return (Federal & State)

✅Driver’s license or state ID (if first time filing with us)

✅Social Security Numbers / ITINs for you, spouse, ✅and dependents

✅Date of birth for all individuals on the return

Income Documents:

✅W-2s (wages)

✅1099-NEC (contract income)

✅1099-MISC (miscellaneous income)

✅1099-K (payment processors: Stripe, PayPal, CashApp, etc.)

✅1099-INT (interest income)

✅1099-DIV (dividends)

✅1099-B (brokerage statements — Robinhood, Fidelity, etc.)

✅1099-R (retirement distributions)

✅SSA-1099 (Social Security)

✅Unemployment income (Form 1099-G)

Itemized Deductions (if applicable):

✅Mortgage interest statement (Form 1098)

✅Property tax bills

✅Charitable contribution receipts

✅Medical expense summaries

✅HSA documents (Form 5498-SA, 1099-SA)

Rental Property Owners:

✅Rental income & expenses summary

✅Closing statements (HUD/ALTA) if purchased or sold

✅Depreciation schedules (if available)

✅Mileage or travel logs (if applicable)

Crypto / Stock / Investment Activity:

✅Full-year transaction summaries from your platform

✅Gains/loss statements

✅1099-B, 1099-DIV, 1099-INT

Required for ALL businesses:

✅Last year’s tax return (Federal & State)

✅Articles of Incorporation / Organization (first-time clients)

✅EIN confirmation letter

✅Ownership breakdown (for partnerships & multi-member LLCs)

Income & Expense Documents:

✅Profit & Loss (P&L)

✅Balance Sheet

Payroll (if applicable):

✅Payroll reports (annual & quarterly)

✅W-2s & W-3

✅1099s issued & 1096 summary

Business Loans:

✅Loan statements showing interest paid

✅PPP/EIDL documentation (if applicable)

Vehicles / Mileage:

✅Business mileage log

✅Vehicle purchase documents

✅Lease agreements (if applicable)

Assets:

✅List of major purchases (equipment, vehicles, machinery)

✅Closing documents for any purchased or sold property


PARTNERSHIP (1065) & S-CORP (1120S) SPECIFIC ITEMS
✅Operating Agreement / Partnership Agreement

✅Ownership percentages

✅Reasonable compensation details (S-Corp owners)

✅Capital contributions

✅Distributions during the year

✅K-1s received from other entities

C-CORPORATION (1120) SPECIFIC ITEMS

✅Prior year return

✅State filings (if multi-state)

✅Officer compensation information

✅Shareholder changes during the year

✅Corporate minutes/ownership changes (if any)

✅Dividend distributions (if any)

A) Nonprofit (Form 990)

✅Prior year’s Form 990

✅Year-end financial statements

✅Donations received summary

✅Grants received

✅Payroll reports

✅Board member list & titles

B) HOA (Form 1120-H)

✅Year-end financials (P&L, Balance Sheet)

✅Member dues reports

✅Reserve fund statements

✅Vendor expense summaries

C) Estate & Trust (Form 1041)

✅Prior year 1041 (if applicable)

✅EIN letter for the estate/trust

✅Will or Trust document

✅K-1s issued to beneficiaries

✅Income received by estate/trust

✅Expenses paid by estate/trust