Client forms

What to gather before your appointment

Clients get a personalised checklist in the portal, built for their actual situation. These general lists cover most people and are a good place to start.

Individual tax return

Photo ID and Social Security cards for everyone on the return
Last year's federal and state returns
W-2s from every employer
1099s — NEC, MISC, INT, DIV, B, R, G, K
K-1s from partnerships, S-corps or trusts
Mortgage interest (1098) and property tax statements
Tuition (1098-T) and student loan interest (1098-E)
Health coverage forms (1095-A if you used the Marketplace)
Childcare provider details, including their EIN
Charitable donation receipts
Estimated tax payments made, with dates
Bank account and routing numbers for direct deposit

Business tax return

Prior year business return and depreciation schedules
Year-end profit and loss and balance sheet
Bank and credit card statements for every business account
Payroll reports — W-3, 941s, DE 9 and DE 9C
1099-NECs issued to contractors
Loan statements showing year-end balances and interest
Asset purchases and disposals with invoices
Vehicle mileage log and business-use percentage
Inventory count at year start and year end, if applicable
Details of any owner contributions or distributions
Formation documents and EIN letter, if we are new to you

Rental property

Closing statement for any property bought or sold this year
Rent received by property
Mortgage interest statements (1098) by property
Property tax and insurance statements
Repairs and maintenance invoices — separated from improvements
Improvement and capital expenditure invoices
HOA fees, utilities and management fees
Prior year depreciation schedule
Days rented and days of personal use, for each property

First year in business

Articles of Organization or Incorporation
EIN confirmation letter from the IRS
Operating agreement or bylaws
Any tax elections already filed (Form 2553 or 8832)
Business bank account statements from the first transaction
Startup costs incurred before you opened
Seller's permit, city business licence and any professional licences
Details of every person you have paid, and how you paid them

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Let’s find out what you should actually be paying.

Thirty minutes with an advisor, at no charge. Bring last year’s return and we will tell you plainly what we would do differently — and what it would cost.

Book a free consultation (818) 806-8131