TAX PREPARATION RESOURCES
Tax Preparation
Checklist
Everything You Need to Get Organized Before Filing Your Taxes.
Get Organized. File With Confidence.
Gathering your tax documents ahead of time helps reduce delays, minimize errors, and makes the filing process faster and easier. Use this checklist to make sure you have everything you need before you file.
1. Personal & Identification Information
- Government-issued photo ID (e.g., driver's license or State ID)
- Social Security numbers (for you, your spouse, and dependents
- Date of birth (for you, your spouse, and dependents)
- Prior year's tax return (helpful for reference)
2. Employment & income Documents
- Forms W-2 from all employers
- 1099 forms (e.g. 1099-NEC, 1099-MISC, 1099-NIT, 1099-DIV)
- Unemployment (Form 1099-G), if applicable
- Other income statements (e.g. Social Security, pension, or retirement income - Form 1099-SSA, 1099-R)
3.Dependents & Family Information
- Names, Social Security numbers, and dates of birth for all dependents
- Childcare provider information (name, address, and Tax ID of SSN)
- Dependent care expenses (e.g. daycare, after-school care, summer camp)
- Any changes in marital status during the tax year (e.g., marriage, divorce, separation)
4. Homeownership & Household Expences
- Mortgage interest statement (Form 1098)
- Property tax statements (real estate taxes)
- Home equity loan interest statements (if applicable)
- Rent payments (if you're a renter, for certain credits)
- Energy-efficient home improvement records (if applicable)
5. Education, Healthcare & Retirement
- Education expenses and Form 1098-T (tuition statement)
- Student loan interest statement (Form 1098-E)
- Health insurance information (e.g., Form 1095-A, 1095-B, or 1095-C)
- Health Savings Account (HSA) or Flexible Spending Account (FSA) contributions
- Retirement account contributions (e.g., 402(k), 403(b), IRA)
6. Small Business & Self-Employment
- Income records (e.g., Form 1099-NEC, 1099-K, or other business income)
- Business expense receipts (e.g., supplies, software, travel, mileage, etc.)
- Bank statements for business accounts
- Records of assets purchased (e.g., equipment, vehicles)
- Previous year's federal and state tax returns, if available
- Bank routing and account numbers for direct deposit or payments
7. Tax Payments, Notices & Special Circustances
- Records of estimated tax payments (For 1040-ES)
- Any IRS or State tax notices or correspondence
- Records of identity theft or fraud (if applicable)
- Documentation for major life changes (e.g., new dependent, relocation, etc.)
8. Final Review Before Filing
- Confirm you have all required forms and supporting documents
- Review for accuracy and completeness (names, SSNs, amounts, etc.)
- Have your bank account information ready (for direct deposit of your refund)
- Decide how you wnt to file (with Dr. Campbell Tax Services, securely online, etc.)
- Previous year's federal and state tax returns, if available
- Bank routing and account numbers for direct deposit or payments
Before You File
- Gather all necessary documents using the checklist.
- Check that you information (names, SSNs, and dates of birth is accurate.
- Review last year's retur for helpful details.
- Make notes of any major life changes (e.g., marriage, new baby, job change).
- Contact our office if you have questions or unique tax circumstances.
- Government-issued photo ID (e.g., driver's license or State ID)
Get Your Free Tax Preparation Checklist
Don’t let missing documents delay your tax filing. Get organized before you begin.
Ready to Submit Securely?
Once you’ve gathered your docuents, you can securely send them to our office and let us take it from there.
Need Help?
Have questions about what you need., which forms apply to you, or how to get started? We’re here to help.
- (609) 332-4278
- service@drcampbelltaxes.com
- Schedule a Consultation
Who This Checklist Helps
Whether your taxes are simple or complex, this checklist helps you stay organized and prepared.
Individuals & Families
Get your personal, household, and dependent information in one place for a smoother filing experience.
Small Business Owners
Keep your business income, expenses, and key records organized and ready for tax time.
Self-Employed Taxpayers
Ensure you have the income, expense, and deduction records you need to maximize your eligible tax benefits.
Ready to Get Started?
Get secure, personalized tax preparaton from a trusted professional. We’ll help you review your documents, maximiize your eligible deductions, and file with confidence.