Download the Essential Forms for Your Tax Preparation

Documents needed for personal return preparation

Income: 
  • W2’s Wages
  • 1099INT-Interest Income
  • 1099DIV-Dividend Income
  • 1099G-State Refunds/Unemployment
  • 1099B-Brokerage Statements
  • 1099R-Retirement Plan Distributions
  • K-1’s-Partnerships/Trusts/Estates/Sub S Corp
  • 1099SSA-Social Security Income
  • 1099MISC-Other Income
  • Self employment income and expenses
Adjustments/Deductions:
  •  IRA/SEP Payments
  •  1099-SA HSA Distributions
  •  1098E Student Loan Interest
  •  1098 Mortgage Interest 
  •  Real Estate Tax Payment receipts
  •  Medical Expenses
  •  Charitable Contributions

Documents needed for business return preparation

  • Statement of Income and Expenses
  • Balance Sheet (Statement of Assets and Liabilities)