Tax Prep Checklist: Everything You Need Before You File
Tax Filing Prep & Deadline Resources
Key Insights
Filing your taxes accurately starts with having the right documents on hand.
At our tax relief firm, we help clients prepare early with a thorough checklist to avoid delays, omissions, or IRS flags.
Here's what you'll typically need: Personal information: Social Security numbers (for you and dependents), photo ID, prior-year tax return Income documents: W-2s, 1099s (for freelance, contract, or investment income), unemployment statements, SSA-1099 (if receiving Social Security) Deduction and credit records: Mortgage interest (Form 1098), student loan interest, medical bills, childcare costs, charitable donations, education expenses Business or self-employment details: 1099-NEC, profit/loss statements, expense receipts Health insurance forms: 1095-A if you used the Marketplace Having everything organized in advance makes filing faster and more accurate.
Our experts are here to walk you through what applies to your unique situation and make sure you don't miss out on valuable deductions or overpay your taxes.
Our Tax Relief Resource Center is a free resource for those seeking tax relief. It provides comprehensive guides and resources to help you understand your tax relief options. When you're ready, we'll help you start the tax relief process.