What should I bring to my tax preparation appointment?
Category:
Tax Preparation Questions
Bring a photo ID, prior-year returns, W-2s and 1099s, business income and expense records, mileage or home-office details when relevant, and any IRS or state notices. Organize digital files or receipts by category so we can identify missing information quickly. Our checklist and downloadable resources are available at https://nwatax.net/tax-forms-and-resources/. General information only; the documents needed depend on your return.