resources
US tax document checklist
Gather these records for the initial scope review. Your engagement may require additional documents.
YOUR PREPARATION CHECKLIST
Ready when you are.
- 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 completed records through your secure engagement, not through a general inquiry form.
YOUR NEXT STEPLet’s bring clarity
Let’s bring clarity
to your next chapter.
Not sure where to begin?
We’ll help you find the right service.