Tax Filing Checklist

Everything you need to bring for a smooth, stress-free appointment.

Identification

Valid photo ID (driver's license or passport)
Social Security cards for you, spouse, and dependents
ITIN (Individual Taxpayer Identification Number) if applicable
Date of birth for all individuals on the return

Income Documents

W-2 forms from all employers
1099-NEC / 1099-MISC (freelance or contract income)
1099-INT / 1099-DIV (interest and dividends)
1099-G (unemployment compensation)
1099-R (retirement distributions)
K-1 forms (partnerships, S-corps, estates)
Rental income records and expenses

Deductions & Credits

Mortgage interest statement (Form 1098)
Property tax statements
Medical and dental expenses
Charitable donation receipts
Student loan interest (Form 1098-E)
Tuition payments (Form 1098-T)
Childcare provider info and expenses
Educator expenses (for teachers)

Self-Employment & Business

Business income and expense records
Home office measurements (if applicable)
Vehicle mileage log for business use
Estimated tax payments made during the year
Business asset purchases and depreciation
Health insurance premiums (Form 1095-A/B/C)

Other Helpful Items

Copy of last year's tax return
Bank account and routing number (for direct deposit)
IRS notices or letters received
Records of cryptocurrency transactions
HSA / FSA contribution statements

Key 2026 Tax Deadlines

Jan 27 — IRS begins accepting e-filed returns
Apr 15 — Filing deadline for 2025 tax returns
Apr 15 — Q1 estimated tax payment due
Jun 15 — Q2 estimated tax payment due
Oct 15 — Extended filing deadline

Not sure if you have everything? Don't worry — we'll review your documents together at your appointment.

Call 617-352-5993 Book Your Appointment

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