INDIVIDUAL TAX RESOURCE
A practical starting checklist for organizing a Form 1040 engagement. Your actual list will depend on your facts, income, deductions, and filing history.
Collect non-expired identity documents only through the secure portal when requested.
Common records include Forms W-2, 1099, K-1, brokerage statements, rental summaries, retirement distributions, Social Security statements, and self-employment income and expense records.
Depending on your situation, organize mortgage interest, charitable contributions, medical expenses, education records, dependent-care information, health savings account records, retirement contributions, and business expenses.
Use the secure portal, label files clearly, include all pages, and do not email tax documents or taxpayer identifiers through ordinary email.
A CLEAR NEXT STEP
Start with a non-sensitive inquiry. After engagement acceptance, confidential documents are collected through the secure client portal.