Tax Preparation Checklist
As paid tax preparers, we are required by the IRS to obtain the appropriate and sufficient information to prepare your tax return and comply with tax law.
Before filling in this form, go through the following checklist. Please ensure you have all the information available; this will help you save time.
- Personal information: i.e, valide government ID, current address, social security
- Information about your income:i.e, W2, 1099s, unemployment statement
- Self-Employment and Business Records (where applicable).
- Dependent(s) Information: birth certificate and social security cards.
- Homeownership Info: 1098 Mortgage Interest forms.
- Direct deposit information if applicable. (Voided Check)
- Any other information related to your tax profile.