Individual Tax Return Checklist

​Everyone Should Provide

• W-2 forms
• 1099 forms
• Interest/dividend statements
• Retirement statements
• Brokerage statements
• Real estate documents
• Any tax-related notices received
• Completed organizer

​If Applicable

• Mortgage interest statements
• Property tax information
• Charitable contribution records
• Education expenses
• Health insurance information
• Estimated tax payments
• Business income/expenses

New Clients

• Prior year tax return
• Identification documents
• Dependent documentation
• Any carryforward information

Document Submission Guidelines