Identity & Family
- Driver licenses or state IDs
- Social Security cards or ITIN letters
- Dependent information and proof of residence
- Prior-year tax return, if available
Tax Information
Prepare With Less Stress
Use this page as a quick guide for documents, refund status links, and record retention before your appointment.
Appointment Checklist
Bring the documents that tell the full story.
The right records help us prepare a cleaner return and avoid delays. Use the checklist below as a starting point.
Income
- W-2, 1099, K-1, and unemployment forms
- Business income and expense summaries
- Rental property income and expenses
- Social Security, retirement, and pension forms
Deductions & Credits
- Mortgage interest and property tax records
- Education, childcare, and student loan interest
- Medical expenses and charitable donations
- Estimated tax payments and extension payments
Useful Links
Check refund status and stay connected.
After filing, refund timing depends on IRS and state processing. These links help you follow official status updates.
Record Retention
Keep important tax records organized.
Record retention needs vary by situation, but these categories give most clients a practical framework.
One Year
Pay stubs, quarterly statements, and utility records after reconciling with year-end tax forms.
Three Years
Most tax return support documents, bank records, medical bills, and credit card statements.
Six Years
Business records, purchase records, supporting documents, and property-related receipts.
Forever
Tax returns, legal records, corporate documents, deeds, retirement records, and major financial statements.
Need help?
Bring what you have. We will help organize the rest.
If you are unsure which documents apply to your return, contact 1 TAX before your appointment.