April 15th is the deadline for filing federal and state individual income tax returns. Many people often forget which documents are required in order prepare a timely and accurate return. The best way to ensure that you have everything is to look at your prior year's return. The following list summarizes the general items normally included on a Form 1040. We suggest you print this sheet out and use to help you gather your information.
We will need the original or copies of the following items in order to verify the accuracy and make sure all of the information is captured properly. Please do not list them out.
For these items, we only need a listing. Please do not send originals or copies of any of the receipts.
If we prepared your return last year, a personalized "organizer" is available for you that lists out all of the items on your prior return with the ability for you to write in the current year amounts. If you would like us to mail that to you, please contact us and we will send it out that same day.
If we did not prepare your return last year, but you like the concept of an "organizer", please open and review this blank organizer.