Resources · Checklist
What to bring to your appointment
There are two lists, one for a personal return and one for a business. Print the one you need, or keep this page open on your phone. If something doesn't apply to you, skip it.
Please bring these in person. Don't email documents or send them through our website. Bring them to the appointment, and if you'd rather share them electronically, we'll set up a secure way to do it.
For a personal return
Bring these to your appointment for an individual or family return.
Who is on the return
- Photo ID and Social Security cards for everyone on the return
- Last year's return, if we didn't prepare it
- Bank routing and account number for direct deposit
Income
- W-2s from every employer
- 1099s: interest, dividends, contract work, unemployment, retirement
- Business or rental income and expenses, if any
Things that can lower your tax
- Mortgage interest statement (1098) and property tax bills
- Childcare provider name, address and tax ID
- Tuition statements (1098-T) and student loan interest
- Records of estimated tax payments
- 1095-A if you had marketplace health insurance
Letters
- Any letter from the IRS or Virginia Tax this year
For a business
Bring these when we're preparing a business return or taking over your books or payroll. If we already keep your books, we'll have most of it.
About the business
- Last year's federal and Virginia business returns, if we didn't prepare them
- The letter from the IRS confirming your EIN, and your articles of organization or incorporation
- The IRS letter accepting your S-corp election, if you made one
The books
- Bank and credit card statements for every business account, for the whole year
- Access to your Xero or QuickBooks Online file, or a profit and loss statement and balance sheet
- Loan statements showing the interest paid
- Purchases and sales of equipment and vehicles, with dates and amounts
- Your mileage log, if you use a personal vehicle for the business
- The size of your home office and of your home, if you work from home
Payroll and contractors
- Quarterly payroll returns (Form 941) and Virginia withholding returns, or your payroll provider's year-end reports
- Copies of the W-2s you issued
- The 1099s you issued and received, and a W-9 for each contractor you paid
Taxes paid and letters
- Virginia sales tax returns filed during the year
- Records of federal and Virginia estimated tax payments
- Any letter from the IRS, Virginia Tax or the Virginia Employment Commission
Book your appointment
Once you have your documents together, call us or send the short form and we'll find a time.