New Client Checklist
Use this checklist to help make sure your file is complete before your appointment.
Personal Tax Documents
- Prior-year tax return
- Driver's license or state ID
- Social Security cards or ITIN letters, if requested
- W-2 forms
- 1099 forms
- 1098 mortgage interest statement
- Property tax information
- Dependent information
- Childcare provider information
- Education forms
- Health insurance forms, if applicable
Business Tax Documents
- Prior-year business return
- Business income records
- Business expense records
- Bank statements
- Mileage records
- 1099-K, 1099-NEC, or other income forms
- Payroll reports, if applicable
- Bookkeeping reports
- Business formation documents, if requested
Required Client Steps
- Complete questionnaire or organizer
- Sign engagement letter
- Upload all documents securely
- Pay retainer or invoice
- Schedule appointment
- Respond promptly to missing document requests
Important Reminder
A return cannot be finalized until all required documents, signatures, and payments have been received.