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Client Checklist (guides you through paperwork gathering)

Checklists ​(select applicable tax year)
2024 tax year (generally prepared in 2025 calendar year)
2023 tax year (generally prepared in 2024 calendar year)
2022 tax year (generally prepared in 2023 calendar year)
2021 tax year ​(generally prepared in 2022 calendar year)
2020 tax year ​(generally prepared in 2021 calendar year)
2019 tax year ​(generally prepared in 2020 calendar year)
​2018 & prior tax years
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Supporting Worksheets

Government Forms

  • ​W-9 (request for taxpayer ID number)
  • 4506-T (request for transcript of tax return)
  • SS-4 (request for employer identification number)
  • W-7 (request for individual taxpayer identification number)

Paycheck Withholdings Forms

  • Not all states have direct pdf links to their own forms. Some states go off the IRS W-4 for withholdings.