Tax Appointment Checklist

Use this general checklist to organize materials before your tax appointment. The documents you need depend on your situation.

Personal information

☐ Government-issued identification   ☐ Taxpayer identification information for everyone on the return   ☐ Prior-year return if available

Income

☐ W-2 forms   ☐ 1099 forms   ☐ Self-employment records   ☐ Investment, rental, or retirement income statements, as applicable

Potential deductions and credits

☐ Education records   ☐ Childcare records   ☐ Mortgage interest and property tax records   ☐ Charitable contribution records   ☐ Business expenses, if applicable

Other useful information

☐ Estimated tax payments   ☐ IRS correspondence   ☐ Health coverage tax documents, if applicable   ☐ Direct deposit details (share securely, not by ordinary email)

BL Consulting · (305) 735-2105 · leriche@blcounsels.com