New Client Checklist – Required Documents
​Please provide the following documents to ensure accurate and efficient tax preparation.

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Personal Information

☐ Photo ID (Driver’s license, state ID, or passport)
☐ Social Security cards (or ITIN letters) for all individuals on the return / SSN is enough if not providing Social Security Cards
☐ Birth dates for you, spouse, and dependents

☐ 3 Years - Prior Tax Returns

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Income Documents

☐ W-2 Forms – Wage and salary statements from all employers
☐ 1099 Forms – Including:

• 1099-NEC (Self-employment income)

• 1099-MISC (Rental, royalties, or other income)

• 1099-K (Payment processors like PayPal, Venmo, etc.)

• 1099-INT (Interest income)

• 1099-DIV (Dividend income)

• 1099-B (Stock sales, brokerage statements)

• 1099-R (Retirement distributions)

• 1099-G (Unemployment compensation or state tax refunds)

• SSA-1099 (Social Security benefits received)

☐ K-1 Forms (If you have income from a partnership, S-Corp, or trust)

☐ Alimony received / Paid 

☐ Rental income (Yearly total and expenses, including mortgage interest, property taxes, insurance, repairs, etc.)

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Deductions & Credits

☐ Childcare expenses (Provider’s name, address, EIN/SSN, and amount paid)
☐ Education expenses (1098-T form for tuition, plus receipts for books/supplies)
☐ Student loan interest statement (1098-E)
☐ Medical expenses (Only if significantly high relative to income)
☐ Mortgage interest & property taxes (1098 form)
☐ Charitable contributions (Cash and non-cash donations with receipts)
☐ IRA, 401(k), or HSA contributions (Statements showing contributions made)
☐ Self-employed business expenses (Receipts, mileage logs, home office details, etc.)

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Other Financial Information

☐ Estimated tax payments (Dates and amounts of any quarterly payments made)
☐ Foreign bank accounts or income (FBAR filing may be required)
☐ Prior-year tax return (If you’re a new client, bring the last two years)

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For Business Owners & Self-Employed

☐ Profit & Loss statement (or a summary of income and expenses)
☐ Business-related purchases & receipts (Equipment, inventory, software, etc.)
☐ Vehicle expenses (Mileage log or total miles driven for business)
☐ Home office expenses (Square footage of office vs. home, utility bills, etc.)
☐ 1099-NEC Forms issued (If you paid independent contractors)

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For Real Estate Investors

☐ Rental income & expenses (Breakdown by property)
☐ Mortgage interest (Form 1098) & property tax bills
☐ Depreciation schedules from prior years (if applicable)

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For Retirees

☐ IRA/Pension/401(k) distributions (1099-R form)
☐ Social Security benefits statement (SSA-1099)
☐ Medical expenses (if itemizing deductions)

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For Those Who Bought/Sold a Home

• ☐ Closing disclosure (HUD-1, ALTA, or settlement statement)
  ☐ 1099-S if you sold a home
  ☐ Mortgage interest & property tax documents (1098 form)

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For Those with Cryptocurrency Transactions

• ☐ Transaction history (Exchanges like Coinbase, Binance, etc.)
  ☐ Capital gains/loss report

• Please bring any additional documents that may impact your taxes. If you’re unsure about anything, feel free to ask!