Tax Preparation Checklist
As paid tax preparer we are required by the IRS to obtain the appropiate and sufficient information to prepare your tax return and comply with tax law.
Before you begin to fill in this form, go through the following checklist. Please make sure you have all information available, this will help you save time.
- Personal information: Name, picture ID, SSN, current address, ect.
- Information about your income: W2, 1099s, unemployment, ect.
- Self-Employment and Business Records (where applicable).
- Dependent(s) Information: date of births, and SSN cards.
- Homeownership Info: 1098 Mortgage Interest forms.
- Direct deposit information if applicable. (Voided Check)
- Any other information related to your tax profile.