Tax Resources
Get Tax-Ready with Our Document Checklist.
Use this comprehensive checklist to gather what you'll need before your appointment. Requirements vary depending on your individual circumstances — bring what applies to you.
Document Checklist
What to Gather
Personal Information
Identification
W-2 Income
1099 Income
Self-Employment Documents
Dependent Documentation
Potential Deductions & Credits
Business Records
Prior-Year Returns
Additional Tax Records
Ready to File?
Once you've gathered your documents, start your intake or book an appointment and we'll take it from there.