What Documents Do I Need to File My Taxes?

03/06/2025

One of the most common tax season frustrations is scrambling to find all the necessary paperwork. A CPA can streamline the process by giving you a checklist tailored to your situation.

1. Income Documents

You’ll need W-2s from employers and 1099s for freelance or contract work. If you have rental properties, include documentation of rental income.

2. Expense Records

Keep receipts for deductible expenses, such as:

  • Charitable donations
  • Medical expenses
  • Education costs

3. Investment Information

If you sold stocks, bonds, or other investments, gather 1099-B forms and records of purchase prices.

4. Business Records

For small business owners, essential documents include:

  • Profit and loss statements
  • Receipts for expenses
  • Mileage logs

Why Work with a CPA?

A CPA ensures nothing is overlooked, helping you claim all eligible deductions and credits. They also simplify the process by reviewing your records and identifying missing items.

Ready to make tax season stress-free? Call 972-210-3467 to schedule a consultation today!

Recent Posts

What Happens If You File Your Taxes Late in Texas?

Missed the tax deadline? You're not alone. But filing late—even in a no-income-tax state like Texas—still carries real consequences at the federal level. Whether you're in Rockwall, Fate, or Nevada, TX, here’s what you need to know about late tax returns and how a CPA...

read more

Common Tax Filing Mistakes That Trigger IRS Notices

Most IRS notices don’t come from fraud—they come from avoidable filing errors. Every year, taxpayers in Rockwall, Rowlett, and Heath receive letters from the IRS for mismatched forms, incorrect calculations, or missing information. These mistakes can delay refunds,...

read more