Gather identity and household information
Prepare photo ID, taxpayer identification information, dependent details, and any current IP PINs using a secure method.
Collect income documents
Include all W-2s and relevant 1099s, investment statements, rental or business records, and other income information.
Organize deductions and payments
Gather relevant mortgage, charity, education, childcare, and health coverage documents, including Form 1095-A when applicable. Include estimated tax payments.
Use your checklist and flag gaps
Open our preparation checklist, choose your situation, and download it. Tell us about missing forms, tax notices, and changes before your appointment.
Share sensitive records through the client portal or another method agreed with our office. Our public consultation form is for general questions.
Guidance checked October 19, 2026. Follow the current IRS instructions for your tax year.