Tax preparation checklist

Ensure a smooth, accurate, and stress-free tax filing with D&D TAX SOLUTIONS in Kansas City. Use this clear checklist to gather your essential documents before your appointment or digital submission.

Personal identification and income statements

Start with the basics to establish your identity and report all earned income accurately. You will need:

  • Valid government-issued photo ID and Social Security numbers or ITINs for yourself, spouse, and dependents.
  • Forms W-2 from all employers during the tax year.
  • Forms 1099 for freelance work, contract jobs, interest, dividends, or retirement distributions.
  • Records of any additional income, such as real estate rentals or side gigs.

Deductions, credits, and business records

Maximize your return by keeping track of eligible deductions and expense records:

  • Organized expense receipts for small business operations, freelance tools, and supplies.
  • Form 1098 for mortgage interest and real estate property tax statements.
  • Charitable donation receipts and medical expense summaries.
  • Childcare provider information, including name, address, and tax ID number.

Next steps to file your return

Once you have gathered your paperwork, you are ready to complete your end-of-year filing:

  • Print or save this checklist for reference as you assemble your folder.
  • Bring your prior year's tax return and direct deposit bank details.
  • Book your consultation with D&D TAX SOLUTIONS or call our office at [[+1 (816) 466-2732]] to schedule an appointment.