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What to Bring & Tax Checklists

As Tax Professionalswe are ethically bound to help you pay the lowest tax you are legally required to pay. This list will help us do our job. It is a concise, though not exhaustive, outline of some of the documents we will need to complete your return. Below you will find some checklists that outline some allowable write-offs.

Tax Preparation Checklist for Individuals

  • A copy of last year's Federal and State tax returns (only if ITS did not prepare your return).
  • All statements of income, such as:
    • W-2's
    • Interest and Dividend statements (Form 1099)
    • Pension income amounts including Social Security
    • Individual Retirement Account contributions or withdrawals
    • Unemployment income statements
    • Trust, "S" corporation, and/or Partnership income amounts (Form K-1)
  • Amounts of mortgage interest and points paid (Form 1098), real estate and auto excise taxes paid, charitable donations (both cash and non-cash), and "out-of-pocket" medical expenses
  • Records of child care expenses including amounts and payee
  • Lists of any job related expenses, such as:
    • Moving expenses (if your move was job related)
    • Tools and other equipment such as computers, etc.
    • Safety clothing and uniforms
    • Professional books, journals, dues, union dues, etc.
  • Amounts of any estimated tax payments
  • Details of any capital gains transactions
  • If you own rental property or a small business, we will need to see the records pertaining to the property or business

    Tax Preparation Checklist for Businesses

    • A copy of last year's Federal and State tax returns.
    • Articles of incorporation, partnership agreement, etc.
    • Copy of current period balance sheet, income statement, trail balance and general ledger
    • Prior year financial statements
    • List of all business owners including:
      Name, social security numbers, address, % of ownership, date ownership acquired and detail of distributions
    • Schedule of owner fringe benefits received
    • Schedule of loans to/from owners including loan agreements
    • Details of any related party transactions
    • Copies of all payroll forms and 1099 forms for the year
    • Amounts of any estimated tax payments
    • Listing of interest and dividend income
    • Vehicle information and use including vehicle leases
    • Information on any employee benefit plans including retirement plans, health insurance, etc.
    • Details of meals and entertainment expense
    • Any Internal Revenue Service and Department of Revenue correspondence received during the year
    • List of any activities in other states
    • Details of fixed assets and depreciation schedules

Doing Your Own Books? Get Prepared Checklist

If you are interested please submit your information below:

Name *
E-Mail *
Phone Number *
Are you a registered RRTP? *
Do you have PTIN? *

Get In Touch

At INTELLIGENT TAX SOLUTION, we've been serving the accounting needs of Oxon Hill, MD and all 49 states within the US for years. If you need help managing any aspect of your home or business's finances, we want to hear from you.

Please fill out this form and let us know how we can be of service. We will happily offer you a FREE initial consultation to determine how we can best serve you.

Thank you for visiting. We look forward to working together!


T: (888) 202-3624
T: (240) 455-4635
F: (267) 482-2412
E: angela@intelligenttaxsolution.com

National Harbor, 137 National Plaza, Suite 300, Oxon Hill, MD 20735


Third Location: 9023 Woodyard Rd, Clinton, MD 20735


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