Not sure where to start?

We’ve got you covered. Download our 2025 Tax Preparation Checklist to see exactly what documents you’ll need for your tax appointment — including W-2s, 1099s, deductions, and common tax write-offs. Bringing these items helps us prepare your return faster and more accurately.

2025 Tax Season Checklist

Welcome! To help us prepare your tax return accurately and transfer your information smoothly, please provide the following:

Required for All New Clients

  • Copy of your most recent tax return (all pages and schedules)

  • Driver’s license (for identity verification)

  • Bank account information (for direct deposit or payments)

If Applicable

  • Social Security cards or ITIN letters for you, your spouse, and dependents

  • Dates of birth for all taxpayers and dependents

  • Copy of your state tax return if you lived in or filed in another state

  • Details of any estimated tax payments made this year (federal and state)

For Business, Rental, or Investment Owners

  • Depreciation schedules for businesses or rental properties

  • Information on any carryovers from prior years, such as:

    - Capital loss carryovers

    - Net operating loss (NOL) carryovers

    - Charitable contribution carryovers

If you’re unsure whether something applies to you, bring it anyway — we’re happy to take a look!

New Here? Start With This