What documents do I need for my tax appointment?
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  • What documents do I need for my tax appointment?

  • Please note that this is not a comprehensive list. The documents you need for tax preparation depend on your situation. 

  • Personal Information

  • Tax Identification Numbers are mandatory items on your checklist. All taxpayers will need the following to do their taxes.

  • Dependent(s) Information

  • Parents and caregivers should gather this information as they review what they need to file their taxes.

  • Sources of Income

  • Many of these forms won't be needed to file taxes every year. For example, you will only receive the investment forms you may need to file your taxes if you have had distributions or other activity.
  • Employed
  • Unemployed
  • Self-Employed
  • Homeownership
  • Rental Property
  • Retirement Income
  • Savings & Investments or Dividends
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  • PREMIERTAX ADVISORS

  • Other Income & Losses
  • Charitable Donations (receipts for over $250)
  • Medical Expenses

  • Health Insurance

  • Childcare Expenses
  • Educational Expenses

  • K-12 Educator Expenses

  • State and Local Taxes
  • Retirement & Other Savings
  • Federally Declared Disaster
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  • Should be Empty: