Written by Lorrie Contreras | Last updated: February 2026
Being prepared for your tax appointment saves time and helps ensure an accurate return. Here is a complete checklist of what to bring.
Required for All Filers
- Valid photo ID (driver license or state ID)
- Social Security cards or ITIN letters for all family members
- Bank routing and account number (for direct deposit)
- Last year's tax return (if new client)
Income Documents
- W-2 forms from all employers
- 1099-NEC/1099-MISC (freelance or contract income)
- 1099-INT/1099-DIV (bank interest and investment dividends)
- 1099-R (retirement distributions)
- 1099-G (unemployment compensation)
- 1099-SSA (Social Security benefits)
- 1099-K (payment platform income)
- Gambling winnings (W-2G)
Deduction Documents
- Mortgage interest statement (Form 1098)
- Property tax records
- Charitable donation receipts
- Medical expense records
- Student loan interest (Form 1098-E)
- Tuition statements (Form 1098-T)
Self-Employed Filers
- Business income records
- Business expense receipts
- Home office measurements
- Vehicle mileage log
- Estimated tax payments made
Families with Children
- Childcare provider name, address, and EIN
- Childcare expenses paid
- Adoption documents (if applicable)
Health Insurance
- Form 1095-A (Marketplace insurance)
- Form 1095-B or 1095-C (employer or other coverage)
Questions about what to bring? Contact us or call (480) 330-4960.