Tax Checklist

Get Yourself Organized

To prepare your tax return, documents are essential.
Download the Master Organizer (zip file)
Organizer includes templates for Freelancers, SCorps, LLCs, and Rental Property.

Upload the following:

• Last Year's Tax Return (New Clients Only)
• Driver's License or State ID
• Bank Account Routing and Account Number (for Direct Deposit and Direct Debit)
• W2 forms from your Employer (one for each job)
• 1099-INT from your Bank (if you had interest income)
• 1099-G Unemployment Income Statement  (if any)
• 1099-B and 1099-DIV (if you had investment income)
• Cryptocurrency transactions (if any)
• 1099-SSA Retirement Income Statement (if any)
• 1099-NEC for Contractors and Self-Employed
  
• 1099-K for Third-Party Processor Transactions (if any)
  
• 1099-SA from your Health Savings Account (if any)
• 1099-MISC for Rental or Royalty income (if any)
• 1099-R Statement (if you withdrew from a retirement account)

• 1098-T Tuition statement from your school
  
• K-12 Education Expenses and After School Enrichment (MN)
• 1098-E Student Loan Interest Statement (if you made payments on student loans) AND total student loan payments made with remaining balance of loan
• 1095-A, 1095-B, or 1095-C Health Insurance Statement
• 1098 Mortgage Interest Statement from your Lender
• Closing Settlement Statement (if you bought or sold home or real estate)
• Charitable Donation Records/Receipts
• Child Care Expenses (including address & Tax ID of provider)
• Retirement Contributions (Roth IRA, Traditional IRA, SEP IRA, Simple IRA, Solo 401K, etc)
  

Convenience Options

• In-Person and Remote Appointments Available
• Secure Document Upload and Transfer
• E-File and E-Signature
• Pay with Cash, Check, Venmo, Zelle, or CashApp
  

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