FOR ALL TAXPAYERS:

- A copy of your previous year's tax returns (2022).

Personal Information:

  - Evidence of Social Security Numbers (SSNs) for yourself, spouse, and dependents

  - Driver's License or Government-Issued ID for each taxpayer on the return

Income Documents:

  - W-2s for wage and salary income

  - 1099-NEC for self-employment/contractor income

  - 1099-MISC for miscellaneous income (e.g., freelance work, gig jobs)

  - 1099-G for government payments (unemployment, state tax refunds)

  - Any other income-related documents

Tax Deductions and Credits:

  - Documentation for eligible deductions (e.g., mortgage interest, student loan interest)

  - Receipts for eligible credits (e.g., education credits, child tax credit)

General Tips:

- Please provide records of any estimated tax payments made during the year

- Please provide Health Insurance Information Forms (1095-A, 1095-B, or 1095-C)

DOCUMENTS BASED ON OCCUPATION:

Wage/Salary Earner:

- Pay stubs and/or year-end earnings statement

Self-Employed/Small Business Owner:

- Business income and expense records.

- 1099-K for payment card and third-party network transactions

- Receipts for business-related expenses

- Evidence of interest paid on business loans/business lines of credit

Truck Driver:

- Logbooks or mileage records

- Fuel and maintenance receipts

- Per diem records

Real Estate Investor:

- Records of rental income and expenses

- Property tax records

- Mortgage interest statements

Gig Worker/Freelancer:

- 1099 forms for each client

- Invoices and proof of payments received

- Business-related expense receipts