Tax Documents
The quality of your tax return and the timeliness of its preparation depend strongly on obtaining all your tax documents and information. This checklist will help ensure you are not missing important tax documentation.
Remember - more document you have, more deductions and credits you may get.
Income Tax Docs
W-2s from Employers
1099s from Banks, Investment Brokers, Government Agencies, Contract Employers, etc.
Cryptocurrency reports or statements showing sales and cost basis data
Schedules K-1 from Partnerships, S-Corporations, Investments, Trusts, Estates
Home Tax Docs
Home Purchase / Refinance Documents, Closing Disclosure / Settlement Statements (HUB-1)
Private Mortgage Insurance (PMI) Premiums, Year-End Loan Statements
1098s from Mortgage Lenders
Property / Real Estate Taxes Paid
Other Tax Docs
Charitable Donations (receipts, agreements, letters)
Student Loan Interest, 529 Plan Statements
Child Care Statements
1095-A if using Marketplace Health Insurance
Energy Credits Tax Docs
Sales order for EV or hybrid vehicle purchase
Invoices for solar and energy improvements
Organizers
To help you prepare for your tax interview, we have prepared a series of organizers and links to useful information.
Get started
Here is a quick list of the necessary steps to have PLUS/AUDIT TAX prepare your individual tax returns.
Engagement Agreement
Engagement Agreement sets the foundation for a clear, professional relationship bet-ween you and your tax preparer
Services
Here, you’ll find detailed information about the services we offer of tax preparation and IRS Representation services
Ready to Get Started? Let’s Meet!
We’re proud to serve our local community in Colorado, but we also work with clients across the U.S. Whether you’re a freelancer in New York, a business owner in Texas, or an expat living abroad—we’re ready to help you navigate your tax situation.
Let’s make the most of it—and move your finances in the right direction.