Resource
Tax preparation checklist.
Bring these items to your tax appointment — or upload them through TaxDome and skip the drive.
Personal information
- Social Security numbers (you, spouse, dependents)
- Prior-year federal and California tax returns
- Bank routing and account numbers for direct deposit/refund
- Identity Protection PIN (if issued by the IRS)
Income
- W-2s from every employer
- 1099-NEC / 1099-MISC for contract work
- 1099-INT, 1099-DIV, 1099-B (interest, dividends, brokerage)
- 1099-R (retirement distributions), 1099-SSA (Social Security)
- K-1s from partnerships, S-corps, and trusts
- Rental income and expense summary
- Gambling, jury duty, alimony (pre-2019 divorce), or other income
Deductions & credits
- Mortgage interest (1098) and property tax records
- Charitable contributions (cash and non-cash)
- Medical expenses (if likely to exceed the AGI floor)
- Student loan interest (1098-E) and tuition (1098-T)
- Childcare provider EIN and totals paid
- Energy-efficient home improvement receipts
- IRA, HSA, and 529 contribution records
For business owners
- Year-end profit & loss and balance sheet
- Fixed-asset additions with dates and cost
- Vehicle mileage log with total business miles
- Home-office square footage (if applicable)
- 1099s issued to contractors
- Estimated tax payments made (federal and state)
Other
- Cryptocurrency transaction reports (CSV or 1099-DA)
- HSA / FSA statements
- Any IRS or FTB notices received during the year
- Health insurance 1095 forms
Ready when you are.
Upload documents securely through TaxDome or book your appointment today.