Welcome to Tax Season!  

Here are documents & info we need to do your 2018 taxes...

It’s helpful if you provide responses to each of these, even it’s “N/A”.


1. date of birth for yourself, spouse, and any dependents - NEW CLIENTS ONLY

2. your email address and your spouse’s email address (for electronic signatures)

3. your (and your spouse's) driver's license info (ID number, issue date, expiration date, state of issue). Or provide a picture of each if that's easier.

4. live in your current home all year?  If you moved in 2018, we need the old address and new address PLUS dates you lived in each place

5. marital status change in 2018?

6. have any kids in 2018?  If so, we need their SSN, date of birth, and full name.


7. copy of your last year’s (2017) tax returns (prefer to see IRS, state, and local if applicable) - NEW CLIENTS ONLY

8. any tax docs you’ve gotten in the mail or you've downloaded (for you & your spouse) -- this might include Forms W-2 (your wages), 1099-INT (interest earned), 1099-DIV (dividends), 1098-E (student loan interest), 1098-T (tuition paid for college), 1099-B (investment statement), 1099-R (retirement account income), K-1 (partnership income), 1098 (mortgage interest statement), 1095-A or 1095-B (healthcare document)

9. total retirement contributions made to SEP, Roth, or Traditional IRAs (if you contributed through W-2 job, no additional info needed) 

10. list of charitable giving OR provide giving statements from the organization

11. list of stuff you donated to Goodwill/Salvation Army/etc, if applicable - tell us where you donated, what you donated, and dates you donated

12. have an HSA (health savings account)?  Provide forms 1099-SA and 5498-SA.

13. was everyone in your family covered all 12 months of the year for healthcare? If not, who wasn't covered and what months were they not covered? If you had healthcare.gov coverage, please provide the Form 1095-A.

14. childcare statement if you had your child(ren) in daycare or preschool (must have the provider's name, address and SSN/EIN)

15. have a child in college or in college yourself? Provide total you paid in 2018 for tuition and books required by school. The total on Form 1098-T is typically not enough for the college deductions/credits available - actual amount paid is important to know.


16. provide accountant access to your bookkeeping software (we work with Quickbooks, Xero, Wave, Freshbooks, and others) - use [email protected] to grant access.

17. total income you’ve received for the business/freelance work (or provide 1099-MISC forms you’ve received)

18. list of expenses for the business broken down into categories, preferably (we don't need receipts)

19. home office info - square footage of the home and the office (separately), a list of utilities paid, rent paid (if you rent), Form 1098 mortgage interest statement (if you own), upgrades made (paint, curtains, flooring, decor, etc).  Lived in two places? We need info on both places.

20. total home internet paid for the house and percentage used for business

21. total cell phone paid (business owner's portion) and percentage used for business

22. list of estimated/quarterly tax payments you made for 2018 tax year (who did you pay (IRS or state)? amount? date?)

23. health insurance premiums paid in 2018 by you or your business

24. mileage on your car for business AND total mileage driven, plus make/model of vehicle


25. what year did you start renting the property? - NEW CLIENTS ONLY

26. provide tax return from first year your rented the property - NEW CLIENTS ONLY

27. number of days you used the rental personally and number of days you rented it to others

28. total rents received (provide 1099-MISC forms if you received them - not common)

29. list of expenses for the business broken down into categories, preferably (we don't need receipts). Include Form 1098 mortgage interest statement, property taxes paid, homeowner's insurance, HOA fees, and other expenses paid

30. mileage on your car used for rental purposes AND total mileage driven, plus make/model of vehicle