J S Seth Services LLC
US tax document checklist

Gather these records for the initial scope review. Your engagement may require additional documents.

[ ] Prior-year federal and state returns
[ ] Income and withholding statements
[ ] Estimated tax payment records
[ ] Investment sales and acquisition records
[ ] Business and rental income records, if relevant
[ ] Foreign income, accounts, and investments, if relevant
[ ] A list of changes during the year
[ ] Questions and notices to discuss

Share records only through your private engagement portal.