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Your personal tax document checklist

When taxes and life change, the checklist of what you need to bring to file your return changes, too. Let’s create a 2024 checklist for you taking into account your personal situation and the new tax code.

DOCUMENT CHECKLISTNOT SURE? CONTACT US

Below you will find Documents and Forms to assist you in gathering your documents.

All documents and forms can be securely submitted to us via Our Mobile App or Computer.

CURRENT CLIENT PORTAL REQUEST A NEW ACCOUNT

All Individual 1040 Clients will need to complete ONE or ALL of the following:

  • Engagement Letter (Required for all new clients. Returning clients can request an organizer prepopulated with prior year data.)
  • Tax Document Checklist 1040 Personal - to assist you gathering your documents
  • Individual Taxpayer Organizer

Some Individual 1040 Clients may need to complete the following:

  • Rental Property: Fillable Income & Expense summary & information (Schedule E)
  • Small Business/ Sold Proprietorship/ Contractors: Income & Expenses (Schedule C)

Business Cloents may need:

  • Engagement Letter (Required for all new & returning clients)
  • S-Corporation Client Organizer
  • Partnership Client Organizer
  • Corporation Client Organizer
  • 1099 Filling Requirements and input sheets
  • Form W9 (For Independent Contractors to complete)
  • Form W4 (For New Employees or Employees who want to change withholdings to complete)

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