Everything You Need to Get Started

For US citizens, residents, and non-residents filing a personal return (1040, 1040-NR). Covers income, deductions, credits, and supporting documents.

• Social Security or ITIN for you, spouse, and dependents
• W-2 forms from all employers
• 1099 forms (interest, dividends, freelance, retirement)
• Prior year tax return (federal and state)
• Mortgage interest statement (Form 1098)
• Charitable donation receipts
• Medical expense records
• Childcare provider name, address, and EIN/SSN
• Education expenses (Form 1098-T)
• Health insurance coverage documentation (Form 1095)

For sole proprietors, LLCs, S-corps, and C-corps. Covers income, expenses, payroll records, and entity-specific filings.

• Business income records and bank statements
• All business expense receipts and invoices
• Payroll records and W-2/1099 copies issued
• Prior year business tax return
• Vehicle mileage log (if claiming vehicle expenses)
• Home office measurements (if applicable)
• Asset purchase records for depreciation
• Loan statements and interest paid
• Quarterly estimated tax payment records
• Partnership or shareholder agreements (if applicable)

Starting a new company? Use this checklist to make sure your entity is properly formed, registered, and compliant from day one.

• Choose your business entity type (LLC, S-corp, C-corp)
• Register with your state (Articles of Organization or Incorporation)
• Obtain your EIN from the IRS
• Open a dedicated business bank account
• Draft an operating agreement or bylaws
• Register for state and local business licenses
• Set up payroll if you have employees
• Understand your quarterly tax obligations
• File annual report with your state (if required)
• Consult with a tax professional before year-end