Valid government-issued photo ID (Driver’s License, State ID, or Passport)

Social Security Numbers (SSN) or ITINs for:

• Yourself

• Spouse (if applicable)

• Dependents (if claiming any)

Prior-year tax return (required if you are a new client)

W-2 forms – from all employers

1099-NEC / 1099-MISC – for freelance, contractor, or side gig income

1099-K – from PayPal, Venmo, CashApp, or Square (for online sales or services)

1099-INT – bank or credit union interest

1099-DIV – dividend income from investments

1099-R – retirement distributions or IRA withdrawals

SSA-1099 – Social Security income

1099-G – unemployment compensation or state refunds

Schedule K-1 – income from partnerships, S-Corps, or trusts

Alimony received (only for divorces finalized before 2019)

Profit & loss summary for your business (organized by category if possible)

List of business expenses (including advertising, supplies, subscriptions, etc.)

Home office details (square footage, home expenses)

Vehicle mileage log (business miles only)

1099 forms received from clients/customers

Bank or credit card statements (if needed for bookkeeping)

Student loan interest (Form 1098-E)

Tuition and education expenses (Form 1098-T)

Mortgage interest (Form 1098)

Property tax statements

Charitable donations (receipts required for donations over $250)

Childcare provider information:

• Name, address, and EIN or SSN

Medical and dental expenses (if itemizing)

IRA contributions (Traditional or Roth)

HSA contributions or distributions (Form 5498-SA / 1099-SA)

Job-related expenses (only for certain professions)

Union dues or professional membership fees

Investment advisory or management fees

Form 1095-A – Marketplace insurance (ACA)

Form 1095-B or 1095-C – Employer or private insurance

SSN or ITIN for each dependent

Childcare provider details (for dependent care credit)

Proof of qualifying expenses

Proof of school enrollment or residency (if claiming EITC or head of household

IRS letters or notices (e.g., CP01A, CP2000, etc.)

Identity Protection PIN (IP PIN) if issued

Direct deposit details (routing and account number)

Cryptocurrency transaction records

Foreign bank account details (for FBAR / FACTA reporting)

Rental income and expense records

HUD-1 or Closing Disclosure for property sales

Adoption-related expenses

Estimated tax payments (dates and amounts paid)

Casualty or theft loss documentation