Personal & identity
The basics we need to verify you and your dependents.
Tax preparation checklist
Everything you need before we file.
Walk through this checklist at your own pace. Check off what you have gathered, and we'll track your readiness. When you're set, book a free 20-minute consultation and bring it with you.
Your readiness
0%
0 of 46 items gathered
Income documents
Every source of income you received during the year.
Self-employment & business
If you earn 1099 income or run a side business.
Deductions & credits
Receipts and records that could lower your tax bill.
Life changes
Tell us if any of these happened during the year.
Education & dependents
For students and households with dependents.
Property & investments
Real estate, brokerage, and crypto activity.
Household & health
Coverage and household-level records.
Not sure you have everything?
Bring what you have. We'll sort the rest together on the call — that's what the free consultation is for.
Ready to file?
Ready to book your tax preparation consultation?
Bring this checklist to your free 20-minute consultation. We'll review what you've gathered, confirm what's missing, and walk you through next steps in plain language — no cost, no obligation.
You'll be taken to our consultation booking page to pick a time that works for you.