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Tax Return Preparation Checklist 

At Wagenseller, Foley, Hollingsworth & Company, we strive to make the tax preparation process as smooth and efficient as possible. Gathering your information before your appointment helps ensure your return is completed accurately and on time.

Help Us Process Your Return Faster

Before You Submit Your Documents

✅ Remove all documents from envelopes

✅ Do NOT staple any documents

✅ Keep documents loose or use paper clips if needed

✅ Include all tax forms you receive, even if you are unsure they are needed

✅ Include copies of any IRS or state tax notices received during the year

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Because we electronically scan and store all tax documents, please do not staple paperwork together. Loose documents allow us to process your information more efficiently and reduce delays.

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Prefer to Upload Your Documents?

We offer a secure document upload option for clients

who prefer to submit their tax information electronically.

Call our office at (937) 382-5549, Ext. 1 and

we will provide a secure upload link for your documents.

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Preparation Checklist

 

Personal Information

  • Social Security numbers and dates of birth for all taxpayers and dependents

  • Current address, phone number, and email address

  • Bank account information for direct deposit of refunds

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Income Documents

  • W-2 Forms

  • 1099 Forms (INT, DIV, NEC, MISC, R, B, G, etc.)

  • Social Security Benefits Statement (SSA-1099)

  • Retirement income statements

  • K-1 Forms

  • Rental income records

  • Any other income documentation

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Deductions & Tax Credits

  • Mortgage Interest Statement (Form 1098)

  • Property tax records

  • Charitable contribution receipts

  • Medical expense records

  • Childcare expenses and provider information

  • Student loan interest statements

  • Education expenses (Forms 1098-T)

  • HSA contribution records

  • IRA contribution records

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Business Owners & Self-Employed Taxpayers

  • Profit & Loss Statement

  • Business income and expense records

  • Vehicle mileage logs

  • Home office expenses

  • Equipment purchases

  • Payroll records

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Life Changes

Please let us know if any of the following occurred during the year:

  • Marriage or divorce

  • Birth or adoption of a child

  • Retirement

  • Purchase or sale of a home

  • Starting, purchasing, or selling a business

  • Significant investment transactions

  • Death of a family member

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New Clients

Please provide:

  • A copy of your prior year's federal and state tax returns

  • Any IRS or state tax notices received

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