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Document checklist

Tell us about your situation and get a personal list of what to gather before we meet.

Tick everything that applies to you

I am employed (W-2) I am self-employed I own rental property I have investments I own my home I have children or dependents I am retired

Alder & Finch Accounting — Document checklist

(828) 555-0142 · hello@alderfinch.example

Everyone

Last year’s federal and state tax returns
Photo ID for each taxpayer
Bank details for refund or payment
Any IRS or state letters received this year
Records of estimated tax payments made

I am employed (W-2)

Form W-2 from each employer
Final pay stub of the year
Form 1095 health coverage statement, if received

I am self-employed

Forms 1099-NEC and 1099-K
Profit and loss statement or bookkeeping export
Business bank and card statements
Mileage log and vehicle expenses
Home office measurements and utility bills
Health insurance premiums paid

I own rental property

Rental income by property
Mortgage interest (Form 1098) and property tax bills
Repairs, insurance and management fees
Purchase documents for any property bought or sold

I have investments

Forms 1099-B, 1099-DIV and 1099-INT
Cryptocurrency transaction reports
Schedule K-1s from partnerships or S-corporations

I own my home

Form 1098 mortgage interest statement
Property tax receipts
Closing statement if you bought, sold or refinanced
Receipts for energy-efficient improvements

I have children or dependents

Dates of birth for each dependent
Childcare provider name, address and amount paid
Form 1098-T for college tuition
529 plan contribution statements

I am retired

Form SSA-1099 for Social Security
Forms 1099-R for pensions and IRA withdrawals
Records of required minimum distributions

Upload via the secure client portal

Bring these to your appointment or upload them through the secure client portal. Please do not email them.

Alder & Finch Accounting

Calm, careful accounting for small businesses and families

Licensed CPA firm · Members of the AICPA and NCACPA

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218 Larkspur Lane, Suite 300
Asheville, NC 28801

(828) 555-0142
hello@alderfinch.example

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