Free Tool
What Should You
Actually Bring?
Tick what applied to you last year and get the list of documents your preparer needs, grouped so you can walk round the house collecting them. The commonest reason a return takes longer than it should is one missing form.
A word about sending them
Do not email your documents
A tax return carries your Social Security number, your address, your income and often your bank details. Ordinary email is the wrong place for all of it. Talk to us about how to get documents across safely and we will tell you exactly what to do.
Missing something is normal
Nobody arrives with a complete set. A missing form can usually be requested, reconstructed from statements, or replaced with a transcript from the IRS. Come anyway and bring what you have.
This list covers the common situations, not every one. This is a general estimate, not tax advice, and using it does not make you a client. Your own position can differ. Ask us and we will work it out properly, at no cost.