Choose the year and the return
Start by identifying whether you need personal or business preparation and which tax year is involved. Mention prior unfiled years early.
Gather the income records
Collect the income forms and statements relevant to your situation. Business preparation also starts with organized financial records. The checklist should fit your return.
Review before authorizing
Understand the return and the proposed filing before you authorize it. Share identification and tax records only through the secure channel confirmed for your case.
Your short checklist
A checklist for this visit. No personal information is collected.
OFFICIAL REFERENCES
IRS: Get ready to file