W-2 Forms – For wages and salary earned

Dependent Details – Including dates of birth and Social Security numbers for all dependents

Previous Year’s Tax Return – Especially important for new clients

1099 Forms – Covering income such as self-employment, interest, dividends, state refunds, investment gains/losses, IRA distributions, and pension contributions

Property Tax Statements – For any real estate you own

Real Estate Transaction Documents – If you bought or sold property during the year

Proof of Deductions – This may include records of charitable donations, medical expenses, casualty or theft losses, and new vehicle purchases

Business Income and Expense Records – Such as mileage logs, receipts for travel, meals, and entertainment, if you’re self-employed or run a small business

Schedule K-1 Forms – For income from trusts, estates, partnerships, or S corporations