Client Resources

Your Official Tax Preparation Checklist

Getting your taxes done doesn't have to be stressful. Use this simple checklist to gather your documents before your appointment. Being prepared helps us maximize your deductions, reduce errors, and give you complete peace of mind!

Get Organized, Get Maximized

Being prepared helps us identify every credit and deduction you qualify for. We serve individuals, seasonal workers, and small businesses in the Central Washington area.

Personal Information (The Essentials)

  • Government-issued Photo ID (Driver’s License, State ID, etc.)
  • Social Security Cards or ITIN letters for you, your spouse, and all dependents.
  • A copy of last year’s tax return (if you are a new client).
  • Bank account routing and account numbers for direct deposit.

Income Documents (Money Earned)

  • W-2 Forms from all employers you worked for during the year.
  • 1099-NEC / 1099-MISC forms for contract or freelance work.
  • 1099-G forms for unemployment compensation or state refunds.
  • 1099-INT / 1099-DIV forms for interest or dividend income.

Common Deductions & Expenses (Money Spent)

  • Childcare Expenses: Provider's name, address, Tax ID, and amount paid.
  • Education: Form 1098-T for college tuition and student loan interest records.
  • Homeowners: Form 1098 for mortgage interest and property tax records.
  • Medical: Out-of-pocket medical expenses and health insurance forms.

Small Business & Self-Employed (Schedule C)

  • Summary of total gross business income.
  • Summary of business expenses.
  • Mileage log for business-related driving.

Have everything checked off? You are ready to go.

Central WA Local Professional Since 2009

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