Resource checklist

Tax preparation checklist

Organized records make tax preparation more efficient and help reduce avoidable follow-up. Use this as a starting point and confirm the documents required for your situation.

Individuals and families

Prior-year federal and state returns
W-2, 1099, retirement, and investment forms
Mortgage-interest and property-tax records
Estimated-tax payments
Education, childcare, charitable, and medical information where applicable
Identity and dependent information requested through a secure process

Businesses

Prior-year business returns
Year-end balance sheet and profit-and-loss statement
Bank and credit-card reconciliations
Payroll and contractor reports
Fixed-asset purchases and disposals
Loan, lease, inventory, and owner-equity activity
Supporting schedules for significant or unusual transactions

Before submitting records

Confirm the accounting period is complete
Resolve uncategorized transactions
Reconcile cash and credit-card accounts
Separate business and personal activity
List major business or personal changes
Prepare questions for the tax-planning discussion

Protect sensitive information

Do not send Social Security numbers, tax documents, bank credentials, passwords, or other sensitive records through the public contact form or ordinary email. Use WMA’s authorized secure portal when instructed.

Important scope note

Tax requirements vary by taxpayer, entity, jurisdiction, and current law. WMA will provide a tailored request list after the engagement scope is confirmed.

Not sure where to start?

You do not need to select the service yourself. WMA can review your needs and recommend the appropriate next step.

Request a Consultation