Get Organized! The Essential Tax Documents You Need Before Filing

Filing your taxes is stressful enough—don’t make it harder by scrambling for missing documents! Before meeting with your tax professional, gather everything you need to avoid delays and maximize your deductions.

Personal Information

✅ Social Security numbers for you, your spouse, and dependents
✅ Last year’s tax return (if available)

Income Documents

💰 W-2 Forms – If you’re employed
💵 1099 Forms – For freelance, contract work, or side gigs
🏡 Rental Income Statements
📈 Investment Earnings (1099-DIV, 1099-B)

Deductions & Credits

📚 Education Expenses (Form 1098-T)
🏡 Mortgage Interest & Property Taxes (Form 1098)
💉 Medical & Charitable Deductions
💼 Business Expense Records

Why It Matters

Bringing the right documents saves time, prevents errors, and helps you claim every deduction you deserve. Don’t leave money on the table!

📞 Need help sorting it all out? Tax Pros HQ is here to guide you every step of the way!