TAX FORMS

Tax Forms & Filing Checklists

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CHECKLIST

Documents to Gather Before Tax Preparation

Not every item will apply to every taxpayer. Use this checklist as a starting point, then upload applicable documents through the secure portal when requested.

PERSONAL INFORMATION

Basic Taxpayer Details

Gather identifying information and prior-year items needed to begin the filing process.

Government-issued ID if requested
Social Security numbers for taxpayer, spouse, and dependents
Dates of birth for taxpayer, spouse, and dependents
Prior-year tax return if you are a new client
IRS IP PIN if one was issued
Direct deposit bank information

INCOME

Income Forms and Statements

Gather all income forms received for the year, even if taxes were already withheld.

W-2 wage statements
1099-NEC or 1099-MISC forms
1099-INT, 1099-DIV, or brokerage statements
1099-R retirement income forms
SSA-1099 Social Security statements
K-1 forms from partnerships, S corporations, trusts, or estates

DEDUCTIONS AND CREDITS

Personal Deductions and Credits

Gather records that may support deductions, credits, or other tax benefits.

Mortgage interest statement
Property tax records
Charitable contribution records
Childcare provider name, address, and tax ID
Education forms and tuition statements
Medical expense summaries if itemizing
Other personal deduction supporting documents

SELF-EMPLOYED

Business and Schedule C Records

Gather business income and expense records if you operate as a sole proprietor or independent contractor.

Business income summary
Business expense summary by category
Bank and credit card statements if books are not complete
Mileage log or vehicle expense records
Home office details if applicable
Business asset and equipment purchase records

RENTAL PROPERTY

Rental and Real Estate Records

Gather property-level details for rental income, expenses, depreciation, and filing support.

Rental income by property
Rental expense summary by property
Mortgage interest and property tax records
Repairs and maintenance records
Improvement and asset purchase records
Prior-year depreciation schedules if available

BUSINESS ENTITY

LLC, S Corp, and Partnership Records

Gather business entity records needed for business tax preparation and owner reporting

Year-end financial statements
Profit and loss statement
Balance sheet
Payroll records and W-2 support
Owner contributions and distributions
Prior-year business tax return if you are a new client

INVESTMENTS

Investment and Sale Documents

Gather records for stock sales, crypto, property sales, and other investment activity.

Brokerage tax statements
Stock sale details if basis is missing
Cryptocurrency transaction reports if applicable
1099-S property sale forms
Closing statements for real estate sales
Cost basis documentation if needed

NOTICES AND PAYMENTS

IRS, State, and Payment Records

Gather notices and payment records so account activity can be reviewed if needed.

IRS or state tax notices received
Estimated tax payment records
Extension payment confirmations
Prior-year balance due notices
Installment agreement records if applicable
Any tax correspondence not previously provided

LIFE CHANGES

Major Changes During the Year

Tell us about major life or business changes that may affect your return.

Marriage, divorce, or dependent changes
New job, side business, or self-employment income
Home purchase or sale
New rental property or property sale
Business formation or entity change
Move to or from another state

This checklist is a general starting point. Your exact document request may vary based on your tax situation, filing status, states, business activity, rental activity, notices, and prior-year issues.

HOW TO USE THIS CHECKLIST

A Simple Way to Prepare Before Requesting Help

The Tax Center is designed to help you get organized before tax preparation, planning, or notice resolution begins.

Review Each Category

Look through each checklist section and identify which items apply to your situation.

Gather Your Records

Collect tax forms, income records, deductions, business records, notices, and payment confirmations.

Upload Securely

When you are ready to work with us, documents are uploaded through a secure client portal.

Confirm Next Steps

We review your information, confirm the scope, and provide pricing before work begins.

RELATED RESOURCES

Continue Preparing With These Tax Resources

These pages can help you understand deadlines, tax services, pricing, and next steps before getting started.

RESOURCE HUB

Tax Center

Access tax resources, checklists, filing guidance, deadline reminders, and related tax support pages

View Tax Center

DEADLINES

Tax Deadlines

Review key tax deadline reminders for individual filings, business returns, estimated payments, extensions, and year-end planning.

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TAX SERVICES

Tax Preparation & Planning

Learn how our tax preparation and planning process works for individuals, self-employed taxpayers, businesses, and investors.

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Not Sure What Applies to You?

If you have multiple income sources, own a business, invest in real estate, received IRS notices, or just want a more organized filing process, Hyman Financial Solutions can help.

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Tax Forms & Filing Checklists

Documents to Gather Before Tax Preparation

PERSONAL INFORMATION

Basic Taxpayer Details

INCOME

Income Forms and Statements

DEDUCTIONS AND CREDITS

Personal Deductions and Credits

SELF-EMPLOYED

Business and Schedule C Records

RENTAL PROPERTY

Rental and Real Estate Records

BUSINESS ENTITY

LLC, S Corp, and Partnership Records

INVESTMENTS

Investment and Sale Documents

NOTICES AND PAYMENTS

IRS, State, and Payment Records

LIFE CHANGES

Major Changes During the Year

A Simple Way to Prepare Before Requesting Help

Review Each Category

Gather Your Records

Upload Securely

Confirm Next Steps

Continue Preparing With These Tax Resources

RESOURCE HUB

Tax Center

DEADLINES

Tax Deadlines

TAX SERVICES

Tax Preparation & Planning

Not Sure What Applies to You?

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