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Know what to bring before your tax appointment.

Share the broad details of your filing situation. You’ll receive a tailored document list, questions to consider, and practical next steps.

Expected filing statusNumber of dependents

Income you received

W-2 employmentSelf-employment or 1099 workInvestment incomeRental propertyRetirement or Social SecurityUnemploymentOther income

Changes during the year

Marriage or divorceNew child or dependentMoved or bought a homeStarted or closed a businessCollege or student loansHealth insurance marketplace coverage

Possible deductions or credits

Charitable givingChildcare costsMedical expensesHome office or business expensesEducation costsEstimated tax payments

Anything else we should consider?

Protect your information

Do not enter Social Security numbers, bank details, passwords, or upload tax documents here.

What you’ll receive

Documents to gather

Questions for your preparer

A clear preparation plan

This tool provides general preparation guidance based on your answers. It is not tax, legal, or financial advice, and your tax professional may request additional records.

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