Walking in prepared saves you time, saves us time, and often means a faster, more accurate return. Here's the complete list we ask every client to gather before their appointment — organized so you can check it off room by room. Not sure if something applies to you? Bring it anyway. We'd rather have too much than have to send you back home.
Personal Information
›Social Security cards (or ITIN letters) for you, your spouse, and any dependents
›Prior-year tax return (federal and state, if available)
›Direct deposit information (voided check or bank routing/account number) for your refund
›Government-issued photo ID (you and your spouse, if filing jointly)
Income Documents
›1099s (NEC, MISC, INT, DIV, R, G, K — whichever apply to you)
›Records of any self-employment or gig income (Uber, DoorDash, freelance, etc.)
›Social Security benefits statement (SSA-1099)
›Unemployment income statement
›Rental income and expense records
›Records of any other income: alimony received, jury duty pay, gambling winnings
›W-2s from every employer
Deductions & Credits
›Childcare provider name, address, and Tax ID (for the Child & Dependent Care Credit)
›Education expenses (Form 1098-T, student loan interest — Form 1098-E)
›Medical expenses, if significant
›Charitable donation receipts
›IRA or HSA contribution records
›Home office or business-use-of-home details, if self-employed
›Mortgage interest statement (Form 1098)
›Property tax records
If You Own a Business
›Business bank and credit card statements
›Records of business expenses (receipts, mileage log, home office)
›Payroll records, if you have employees
›Prior-year business return, if applicable
›1099s issued to any contractors you paid
›Profit & Loss statement (or your bookkeeping records for the year)
Tell Us If This Was the Year You…
›Got married, divorced, or had a change in dependents
›Bought or sold a home
›Started or closed a business
›Received an IRS or state tax notice
›Moved to a different state
READY WHEN YOU ARE
Bring the List. We'll Handle the Rest.
Fifteen-plus years in Mobile means we've seen every version of “I think I have everything.” Bring what you've got, and we'll walk through the rest together.