Tax Appointment Checklist
Bring Everything You Need to File
Please bring government ID, Social Security cards, W-2s, 1099s, bank statements, profit or loss sheets, and last year's tax return to your appointment.
Come Prepared to Your Appointment
A smooth, accurate tax filing starts with the right documents. To prepare your return correctly and capture every deduction, please bring the following to your appointment:
- Government-issued photo identification
- Social Security cards or ITIN letters for everyone on the return
- Forms W-2 from all employers
- Forms 1099 (INT, DIV, MISC, NEC, K, R, SSA) from all payers
- Bank and investment statements
- Profit and loss sheets for any business or rental
- Last year's federal and state tax returns
If you are missing something, do not worry. Bring what you have and we will help you obtain the rest. Book your appointment and we will guide you through the entire process.
Key Advantages for Your Business
Faster Preparation
Arriving with complete documents lets us prepare your return accurately in fewer steps and avoid follow-up requests.
Maximum Deductions
Complete records ensure every credit and deduction is captured, reducing your tax or increasing your refund.
Fewer Errors
Organized source documents prevent transposition errors and mismatches that trigger IRS notices.
Smooth E-Filing
With everything in hand, we can e-file your return promptly and confirm IRS acceptance quickly.
What You Receive
Frequently Asked Questions
What if I'm missing a document?+
Bring what you have. We can help you request missing W-2s or 1099s, access your IRS Online Account, or use Form 4852 as a substitute when a form is unavailable.
Do I need last year's return?+
Yes, if available. Your prior-year return helps us verify carryovers, estimated payments, and prior positions for an accurate current-year filing.
Book This Service with Viktor
Connect directly with Vikram Singh Angurala in Albany, NY or on a secure video call to get your file processed accurately.