Document Checklist
Make sure you have everything you need to get your maximum refund.
W-2s & 1099 Forms
All income statements from employers and contract work (1099-NEC, 1099-MISC, 1099-K, 1099-R, etc.).
Identification
Driver's license or state ID, Social Security card (yours, your spouse's, and every dependent).
Proof of Income & Expenses
Pay stubs, bank statements, receipts for deductible expenses.
Childcare Records
Provider's name, address, EIN/SSN, and total amount paid per child.
Education Forms (1098-T)
Tuition statements plus receipts for books, supplies, and required fees.
Bank Account Info for Direct Deposit
Routing number and account number — fastest way to get your refund.
Business or Self-Employment Receipts
Mileage logs, supplies, equipment, home office expenses, 1099s you issued.
Any Letters or Notices from the IRS
Bring every letter — IP PIN, CP notices, prior-year audits, identity verification.
Missing something?
Don't stress — bring what you have. We'll let you know if anything's missing before we file. Questions? Call (205) 386-4511.