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DOCUMENTS NEEDED FOR TAX PREP. (WHEN APPLICABLE)

  • Prior year's tax return 
  • Copies of Driver's License or State IDs
  • IRS issued Identity Protection PIN (IPPIN)
  • Income from jobs: forms W-2
  • Income from gambling: forms W-2G
  • Health Insurance: forms 1095-A and/or 1095-B and/or MA-1099HC
  • Health Savings Account distributions: form 1099-SA
  • Investment income: various forms 1099 (-INT, -DIV, -B, etc.), K-1s,
  • Stock option information
  • Prior year state and local income tax refunds: forms 1099-G
  • Income from unemployment: forms 1099-G
  • IRA/pension distributions and/or rollovers: forms 1099-R
  • Social Security benefits: forms SSA-1099
  • Income from sales of property: original cost and cost of improvements, escrow closing statement
  • Third party payments: form 1099-K
  • Income from cancelled debts: form 1099-C
  • Income from: jury duty, Medical Savings Account (MSA), scholarships, etc.
  • Alimony paid or received
  • Rental property income/expense: profit/Loss statement

If any of the below apply to you:

  • Childcare costs: provider’s name, address, tax id, and amount paid
  • Energy credits (receipts for exterior windows, doors and skylights, etc.)
  • Student loan interest: form 1098-E
  • Home mortgage interest and points paid: form(s) 1098
  • Real estate taxes paid
  • Personal property taxes (excise tax)
  • Charitable donations: cash amounts and/or value of donated property, miles driven, and out-of-pocket expenses
  • Medical and dental expenses
  • Education costs: form 1098-T
  • Education expenses not reported on form 1098-T
  • 529 plan distributions: form 1099-Q
  • 529 plan contributions
  • Adoption costs: SSN of child, legal, medical, and transportation costs
  • New baby? Please provide the social security card and date of birth 
  • Investment interest expense
  • Medical Savings Account (MSA) contributions: form 5498
  • IRA contributions: form 5498
  • Educator expenses
  • If a Massachusetts resident, how much rent was paid during the year
  • State and local income taxes paid
  • Estimated tax payments made during the year, prior year refund applied to current year, and any amount paid with an extension to file
  • Casualty and theft losses: amount of damage, insurance reimbursements
  • Foreign bank account information—location, name of bank, account number, peak value of account during the year
  • Prior year installment sale information: forms 6252, principal and Interest collected during the year, SSN and address of payer


If you were self-employed:

  • Business or farming income: profit/loss statement, capital equipment information
  • Income reporting documents:form 1099 (-NEC, -K, etc.)
  • If you use your home for business: home size, office size, home expenses, office expenses
  • Self-employed health insurance payments
  • Keogh, SEP, SIMPLE and other self-employed pension plans

 Banking information for direct deposit/debit:

  • Your bank name
  • Routing number 
  • Account number


Additional documents that may be needed:

  • Social Security cards
  • Supporting documentation if claiming a dependent 


  We have a secure client portal !

  • For maximum data protection, kindly upload all documents containing personal information through our dedicated secure portal, as emailing such details could pose a risk. 



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