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Here's a list of the items what we will need:


To prepare your personal taxes, you'll typically need a variety of documents and information to accurately report your income, deductions, and credits. Here's a list of common items needed for personal tax preparation:

1. Personal Information:
  • Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) for yourself, your spouse, and dependents.
2. Income Documents:
  • W-2 Forms: These show your wage and salary income from your employer(s).
  • 1099 Forms: These report various types of income, including interest, dividends, freelance or contract work, and self-employment income.
  • Investment Income Statements: Statements for income from investments, such as interest, dividends, and capital gains/losses.

3. Deduction and Credit Information:
  •  Documentation for itemized deductions (if applicable), including receipts for medical expenses, mortgage interest, property taxes, and charitable contributions.
  •  Proof of eligible tax credits, such as education credits or child tax credits.
  •  Records of deductible expenses related to self-employment or business activities (if applicable).

4. Retirement and Investment Account Information:
  • Statements for retirement accounts (e.g., 401(k), IRA) showing contributions and withdrawals.
  • Brokerage or investment account statements for capital gains and losses.

5. Health Insurance Information:
  • Forms 1095-A, 1095-B, or 1095-C, which provide information about your health insurance coverage, if applicable.
6. Property and Real Estate Information:
  • Mortgage interest statements (Form 1098).
  • Records of property taxes paid.
  • Records of home improvements or energy-efficient home upgrades (if eligible for tax credits).

7. Education Expenses:
  • Tuition statements (Form 1098-T) for higher education expenses.
  • Records of student loan interest paid (Form 1098-E).

8. State and Local Tax Information:
  • State and local income tax statements or returns.
  • Receipts for state and local sales taxes paid (if itemizing deductions).

9. Self-Employment and Business Income:
  • Income and expense records for self-employment or business activities.
  • Records of estimated tax payments made during the year.

10. Records of Estimated Tax Payments:
  • Documents showing any estimated tax payments made during the year, such as quarterly estimated tax payments.
11. Bank and Financial Account Information:
  • Bank statements and records of interest earned.
  • Records of any financial account transactions that may affect your tax liability.

12. Miscellaneous Documents:
  • Any other relevant financial documents, such as alimony received or paid, rental property income and expenses, and gambling winnings.

**Keep in mind that the specific documents you need can vary depending on your individual financial situation, deductions, and credits. 
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  • Financial Services
  • Our Team
  • Contact Us
  • Tax Update
  • Tax Tips
  • FAQ
    • Tax Highlights
  • Blog