Hawthorne Accounting Services LLC

The Tax Professional You Can Trust

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Personal Income Tax Checklist

Please make certain to gather all of the following items before making an appointment for your personal income taxes.

*If you are a new client: Please provide copies of your previous year’s federal and state tax returns, along with any applicable items from the list below.
  1. All W-2 Forms and all 1099 Forms (INT, DIV, B, R, NEC, MISC, SSA-1099, 1095-A/B/C).
  2. IRA contributions and/or other retirement plan contributions.
  3. Copies of K-1s for partnerships, S corporations, estates, or trusts.
  4. Documents for any real estate, stock, or mutual fund sales.
  5. Closing statements for any refinanced properties.
  6. Estimated tax payment forms (ES) if applicable.