What to Bring to Your Tax Appointment: The Ultimate Checklist

A smooth tax appointment starts with good preparation. Whether you’re filing as an employee, homeowner, or business owner, this checklist will help you come in with everything you need, so we can help you maximize your refund and avoid delays.

For Individuals & Families

Government-issued ID

Social Security cards for you + dependents

W-2s from all employers

1099 forms (gig work, unemployment, interest, retirement, etc.)

Last year’s tax return (if available)

Childcare expenses + provider info

School tuition forms (1098-T)

Medical expenses (if itemizing)

Mortgage interest (1098) + property taxes

Donations + charitable receipts

Bank account info for direct deposit

Pro Tip:

Bring documents for newborns, dependents, and name changes, the IRS must match everything correctly.

For Self-Employed & Small Business Owners

Income records (1099-NECs, sales reports, invoices)

Expense receipts + mileage logs

Bookkeeping files (QuickBooks, spreadsheets, etc.)

Business bank statements

Home office expenses (if eligible)

Formed business docs — LLC, EIN, partnership agreement

Payroll + contractor payments

Sales tax filings or NYS license info

Depreciation/schedule of assets (real estate or equipment)

Pro Tip:

Track your business and personal finances separately to get every deduction you deserve.

Serving Queens, Brooklyn, Bronx, Manhattan, Staten Island & Long Island

Our team is here to help you get filed fast, and filed right, so you keep more of your money where it belongs.

Bring what you can, we’ll guide you through the rest.

Written By: Dr. Niccol Gordon

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Tax Office in Queens • Laurelton Tax Prep • NYC Small Business Taxes • Walk-In Notary & Tax Services • Black Owned Tax Preparer • Women Owned Tax Prep