PROFESSIONAL TAX PREP 

Personal Info: Valid Driver’s License/ID for you and your spouse. Social Security cards for all dependents.

Income: All W-2s, 1099-NEC (Contractor), 1099-INT/DIV (Interest/Dividends), and 1099-R (Retirement).

Last Year: A copy of your 2024 Tax Return (if you are a new client).

Home: Form 1098 (Mortgage Interest) and Real Estate/Personal Property tax receipts.

Credits: Childcare provider info (EIN/SSN + Amount paid) and Education expenses (1098-T).

Medical: Summary of out-of-pocket expenses (if over 7.5% of income).

Charity: Cash and non-cash donation records.