Organized clients pay less. Here's the system.

Request our tax organizer and we'll send your personalized copy — pre-filled with last year's items for returning clients — through the portal or SecureSend. Until then, this master checklist covers what nearly every return needs.

Income documents

• W-2s from every employer · 1099-NEC/1099-K for contract and platform income
• 1099-INT, 1099-DIV, 1099-B (investment sales — with cost basis) · 1099-R (retirement distributions)
• K-1s from partnerships, S-corps, estates and trusts · SSA-1099 (Social Security)
• Rental income summaries · anything else that says "1099"

Deductions & credits

• Mortgage interest (1098) and property tax bills · charitable receipts and acknowledgment letters
• Medical expenses if substantial · childcare costs with provider EIN · tuition statements (1098-T) and student loan interest (1098-E)
• IRA/HSA contribution records · educator or job-related expense records where applicable

Business owners — add

• Year-end P&L and balance sheet (or your QuickBooks file — see QuickTune-up if it needs help)
• Bank and credit card statements, new asset purchases, vehicle mileage log, home-office square footage, payroll reports

Life changes worth flagging

Marriage or divorce, births, moves, home sales or purchases, new businesses, inheritances, big medical years — each changes the return. Jot them on page one of whatever you send us.