Arriving at your tax appointment with a shoebox full of disorganized receipts is stressful for you and delays your return. This specific checklist is designed for Mesa, AZ residents to ensure we can file your return accurately and without missing any crucial deductions on the very first try.
Personal Identification
- Your valid Driver's License or State ID (required for Arizona e-filing security)
- Social Security cards or ITIN letters for yourself, your spouse, and all dependents
- A copy of your previously filed tax return (if you are a new client to my practice)
- Checking account routing and account numbers for direct deposit (a voided check is best)
Income Documents
- W-2s from all employers you or your spouse worked for during the year.
- 1099-NEC or 1099-K if you did any freelance, gig, or contract work.
- 1099-INT and 1099-DIV from your banks and investment accounts.
- 1099-R for distributions from pensions, annuities, IRAs, or retirement plans.
- 1099-G for unemployment compensation or state tax refunds.
- SSA-1099 for Social Security benefits received.
Deduction and Credit Documents
- Form 1098: Mortgage interest paid on your home.
- Form 1098-T: College tuition paid for yourself or dependents.
- Form 1098-E: Student loan interest paid.
- Receipts or totals for out-of-pocket medical expenses, charitable donations, and state/local taxes.
- Total amount paid to daycare providers (must include the provider's Name, Address, and Tax ID/SSN).
Next Steps
Don't worry if you don't have every single document on this list—not all of them will apply to your specific situation. Once you have gathered the forms that do apply to you, you can call first to receive current secure document-delivery instructions before our consultation.