What To Bring For Your Tax Appointment

Preparing for your tax appointment can save you time, reduce stress, and ensure a smooth tax filing process. At Thomas Taylor, CPA, we’ve created this comprehensive guide to help you gather all the necessary documents. Whether you’re filing as an individual, a family, or a business owner, this checklist ensures you don’t miss any essential items.

Why Preparation Matters

Getting organized before your appointment allows us to:
This list can be used as a resource for what to bring to your tax appointment or as a year-round guide for collecting important documents.
Bring for Your Tax Appointment contact

Tax Preparation Checklist

Review and Reconciliation
Personal Data

  • Social Security Numbers and dates of birth (for you, your spouse, and dependents).
  • Residential address(es) for the tax year.
  • Childcare provider information (tax ID or Social Security Number, address, and expenses).
  • Last year’s federal and state tax returns (if not on file).
Compliance and Licensing
Employment and Income Data

  • W-2 forms for the tax year.
  • Forms 1099 (NEC, MISC, G, DIV, INT, R, B, etc.) for various types of income.
  • Partnership, trust, or S-Corporation income (Form K-1).
  • Social Security benefit statements (Form SSA-1099).
  • Cryptocurrency activity reports.
  • Alimony received (if applicable).
Health Insurance Information
Health Insurance Information

  • 1095-A Forms (for marketplace insurance).
  • Records of Premium Tax Credit payments.
Homeowner Renter Data
Homeowner/Renter Data

  • Mortgage interest (Form 1098).
  • Real estate taxes paid.
  • Settlement statements for real estate transactions.
Financial Assets and Liabilities
Financial Assets and Liabilities

  • Statements for interest, dividends, and retirement distributions.
  • Details on auto loans or leases (if used for business).
  • PPP and EIDL loan/grant details.
Charitable Contributions
Charitable Contributions

  • Receipts for donations of $250 or more.
  • Documentation for non-cash donations exceeding $500.
Self-Employment and Business Data
Self-Employment and Business Data

  • Receipts for business-related expenses.
  • Farm income and expenses.
  • Rent income and expenses.
  • COVID-related work absences and reimbursements.
Tax-Free Investments
Deductions and Credits

  • Retirement contributions.
  • Education expenses (Form 1098-T).
  • Medical expenses.
  • Adoption expenses.
  • Energy improvements documentation.
What To Bring For Your Tax Appointment

Additional Tips for a Smooth Appointment

Double-Check for Changes

Tax laws can change yearly. Let us know if your circumstances have shifted.

Bring What Applies

Not all items will apply to you, but having what does ensures you’re fully prepared.

Contact Us for Guidance

If you’re unsure about specific documents, we’re here to help.

We’re Here to Simplify the Process

Taxes can be complex, but you don’t have to handle them alone. At Thomas Taylor, CPA, we make filing your taxes stress-free by ensuring you’re prepared and maximizing every benefit under the tax code.

Contact us today to schedule your tax appointment, and let us handle the rest.

Phone Numbers :

Telephone : 423-648-8272

Email Address :

[email protected]

Office Location

6716 Heritage Business Court, Suite 110 Chattanooga, TN 37421

Let us help you navigate the complexities of taxes with confidence. Together, we’ll make this tax season your most efficient yet!