Tax Prep Checklist

Uncategorized Dec 29, 2017

Happy New Year!  Tis the season for TAXES!!!  The time is here ready or not.  A tax prep checklist is one of the most common questions that we receive each year.  We want to make sure you are organized and prepared for your taxes.  We want to ensure you don't miss any deductions or credits due to lack of documentation and organization.  Taxes are a world of documentation is king!

Tax Prep Checklist 


Personal Information


Dependent(s) Information

  • Dates of birth and social security numbers
  • Childcare records including the provider's tax ID number
  • Income of other adults in your home
  • Form 8332 showing that the child's custodial parent is releasing their right to claim a child for you, the noncustodial parent if applicable

Sources of Income

  • W2's
  • Unemployment...
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