What to Gather Before Your Tax Appointment

Good preparation starts with complete information. Bring identification and any tax documents related to your income, deductions, credits, and prior filings.

What to do next

Common documents include W-2s, Forms 1099, mortgage and tuition statements when applicable, and records of estimated tax payments.

Organize your information

If you are self-employed, organize business income, expenses, mileage logs, and any relevant bookkeeping records.

When professional guidance helps

Use your secure client portal to share sensitive documents; avoid emailing Social Security numbers or tax records.

This article is general education, not individualized tax advice.