For tax preparation services: click below to download a comprehensive checklist of information we would need for your taxes. This list is very comprehensive and not all items may apply to you.

You may schedule an in-office preparation appointment, drop off your information and we will complete and call when it is ready for pickup, or use our client portal (see bottom of page).

Note: New clients requesting an in-office appointment will be asked to pay a $125 nonrefundable deposit. This is our minimum fee for service and will be applied to your final tax preparation fee. Clients who opt to drop off or use our portal are not required to pay a deposit.

Here is a summary of the most important items:

• Driver License for you and spouse, if applicable
• SSN and date of birth for any dependents
• Copies of income tax returns for previous two years
• All income documents (W2, 1099, Social Security, business income, etc)
• Rental income and expenses
• If you own a business or are self-employed, any depreciation schedules for assets
• Information for common deductions:
  • Educator expenses
  • Student Loan interest
  • Higher Ed tuition and fees
  • Medical expenses
  • Real Estate and Property taxes
  • Mortgage Interest
  • Contributions
• Note: See our article “Do I need to keep track of deductions?” on our website

If there have been any major changes in your status over the previous year – new dependents, change in marital status, new business, death of spouse, etc. Please let us know before we prepare your return!

Please note: As part of our standard engagement, we request new clients sign Form 8821 (Tax Information Authorization) to obtain IRS transcripts for verification and compliance purposes. Transcript access allows us to confirm filings, payments, and IRS records and to identify issues that may affect our work. Authorization does not imply review, monitoring, or responsibility for years outside the scope of services engaged. While we typically request authorization for a broad range of years to avoid delays if issues arise, limited-year authorizations may be accepted at our discretion for low-risk engagements. For advisory, notice support, or ongoing service plans, full transcript authorization is required.