You're Booked ✅
Your appointment is secured. Let’s prepare to file correctly and strategically.
Important: Have ALL required documents ready before your appointment. Missing documents delay filing.
Identification
- Driver’s License / State ID
- Social Security Cards (all listed)
- Birth Certificates (dependents)
- Last year’s return
- IP PIN (if issued)
- Bank routing & account number
Income
- W-2 forms
- 1099-NEC / 1099-K / 1099-MISC
- 1099-INT / 1099-DIV
- 1099-R
- 1099-G (unemployment)
- SSA-1099
- Crypto summaries
Self-Employed
- Total income received
- Categorized expenses
- Mileage log
- Home office details
- Equipment purchases
- Estimated payments
Credits & Deductions
- 1098 Mortgage
- 1098-T / 1098-E
- Childcare provider EIN
- Medical totals
- Charitable donations
- 1095-A / 1095-B / 1095-C