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Tax Preparation Checklist

For us to provide a seamless approach to preparing your tax return, please read our document list below. We strive to make tax preparation as smooth as possible. Feel free to call any of us if you have any questions.

Documents to Provide for Tax Preparation

​🔹 Income Documents

  • ❏ W-2s from all employers

  • ❏ 1099-NEC or 1099-MISC (self-employment or contract work)

  • ❏ 1099-INT (interest income)

  • ❏ 1099-DIV (dividends)

  • ❏ 1099-B (brokerage transactions)

  • ❏ 1099-R (retirement distributions)

  • ❏ SSA-1099 (Social Security benefits)

  • ❏ 1099-G (unemployment compensation or state refunds)

  • ❏ K-1s (partnerships, S corps, trusts, estates)

  • ❏ Alimony received (for divorces before 2019)

  • ❏ Other income (gambling winnings, jury duty, etc.)

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🔹 Deductions & Credits

  • ❏ Form 1098 (mortgage interest)

  • ❏ Property tax bills

  • ❏ Charitable contributions (cash and non-cash)

  • ❏ Totals of medical expenses (if itemizing)

  • ❏ Childcare expenses (with provider's name, address, EIN)

  • ❏ Tuition & education expenses (Form 1098-T)

  • ❏ Student loan interest (Form 1098-E)

  • ❏ Retirement contributions (IRA, HSA, etc.)

  • ❏ Health insurance premiums (esp. self-employed)

  • ❏ Adoption costs

  • ❏ Energy-efficient home upgrades (if applicable)

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🔹 Health Insurance

  • ❏ Form 1095-A (Marketplace insurance)

  • ❏ Form 1095-B or 1095-C (other insurance providers)

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🔹 Self-Employment or Rental Income

  • ❏ Business income & expenses (organized by category)

  • ❏ Home office details (square footage, utility bills, etc.)

  • ❏ Vehicle mileage log (business use)

  • ❏ 1099-K (payment platforms like PayPal/Venmo if business-related)

  • ❏ Rental property income & expenses

  • ❏ Asset purchases/sales (for depreciation schedules)​

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🔹 Other

  • ❏ Prior year tax return (if we didn’t prepare it)

  • ❏ Estimated tax payments made (dates and amounts)

  • ❏ IRS or state tax correspondence (if any)

  • ❏ Identity Protection PIN (if you have one)

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🔹 Documents Not Required

  • ❏ Medical or prescription receipts – Only provide summarized totals

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🔹 Submitting Your Documents

 

Need help? If you’re unsure whether a document is relevant, go ahead and include it. You can securely upload your documents to us here: portal.schorn.net

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For your security, please avoid sending tax documents via email, as it is not secure.

 

If you prefer to drop off physical documents, please:

  • Remove all envelopes and unnecessary instructions beforehand.

  • Drop off documents on Mondays or Thursdays to help our team stay organized and focused. Please call ahead to confirm availability.

 

For efficiency, we cannot begin preparing returns before February 7th. Please wait until you have all the necessary documents before submitting them. Incomplete submissions delay the process.

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Important: We cannot accept or process photos of documents sent via text. These images are often unreadable and cannot be stored properly.

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If you have any questions, feel free to reach out. We appreciate your cooperation and look forward to assisting you this tax season. We look forward to helping you this tax season!

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