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T L BROWNETAX SERVICES

SAVE TIME AT YOUR APPOINTMENT

Your tax preparation
checklist.

Gather what's relevant to your household. Contact Tiffany before sending sensitive documents.

Everyone

Photo identification and your prior year's tax return
Taxpayer and dependent information, provided through the agreed document-sharing process
All income forms and records
IRS or state notices relevant to the return
Bank information for direct deposit, supplied securely during preparation

Employees and retirees

Forms W-2 from all employers
Forms 1099-R for retirement distributions or pensions
Form SSA-1099 for Social Security income
Forms 1099-INT, 1099-DIV and other applicable income records

Self-employed and gig workers

Forms 1099-NEC, 1099-K and your complete business income records
Categorized business expense records and supporting receipts
Business mileage and vehicle records, if applicable
Records of estimated tax payments

When applicable

Marketplace health insurance Form 1095-A
Childcare provider details and payment records
Education forms and expense records
Mortgage interest, property tax and charitable donation records

This is a starting checklist, not a complete list for every return. Tiffany will confirm what's needed for your situation.

YOUR NEXT STEP

Tell me what you need.
We'll take it from there.

Have W-2 income, retirement benefits or a side business? Start with a quick conversation about your return and your preparation fee.

Call (646) 481-2422 Text Tiffany Email

Already a client? Access your secure document portal.

Available December 1

Please don't send Social Security numbers, bank details or tax documents through this form, text or regular email. Ask about the document-sharing process first.

Call Tiffany Request consultation