Tax Checklist & Questionnaire

To help us provide the most streamlined process for you, click here to download a detailed tax preparation QUESTIONNAIRE.

Please bring the completed questionnaire to your tax consultation appointment and any of the below applicable items –

Items commonly needed to prepare personal income tax returns:

  • Bring all forms 1095-A, B and C as proof of health insurance coverage.

  • ​Current driver's license (for you & spouse, if married)

  • Copies of all social security cards (if new client)

  • W-2's and 1099's

  • Interest income

  • ​1098-T's required for qualified higher education expenses

  • 1099-SA and 5498-SA if you participate in a Health Savings Account

  • Tax reporting statements from brokerage accounts

  • Tax reporting statements from retirement accounts

  • Information regarding any other income

  • Medical and dental expenses (if substantial)

  • Real estate taxes

  • Car tag receipts (ad valorem taxes)

  • Mortgage interest statements

  • Receipts for charitable donations, both cash and non-cash

  • Receipts of purchases for which AL sales tax needs to be paid (i.e. online or out-of-state catalog purchases)

  • Day care expenses, addresses and tax identification numbers

  • Last year's tax returns (if new client)

  • Social security numbers and date of birth for your spouse and all dependents (if this is the first time we have prepared your returns)


Important tax-related dates:

(if date falls on weekend or holiday, deadline is next business day)


  • Personal tax returns are due on April 15
  • Extended personal returns are due on October 15
  • Corporate tax returns are due on March 15 (for calendar year filers)
  • Extended corporate returns are due on September 15
  • Partnership tax returns are due on March 15 (for calendar year filers)
  • Extended partnership returns are due on September 15
  • Sales tax is due on the 20th of each month
  • Payroll tax is due on the 15th of each month (for monthly depositors)
  • Quarterly payroll tax returns are due on April 30, July 31, October 31 and January 31