What Documents Should I Bring to My Tax Appointment?
Updated January 15, 2026
Bring income documents like W-2s and 1099s, plus ID for you and your spouse.
If you're a new client or had family changes, bring Social Security cards for everyone on the return and proof of dependent residency.
Bring bank account and routing numbers if you want direct deposit.
For self-employment, bring organized income and expense records.
This article is informational and doesn't replace specific advice for your situation.
This article is informational and does not replace specific advice for your situation. For help with your taxes, schedule an appointment.