Get Organized Before You Get Started.
Use our financial preparation checklists to gather the information you may need for tax preparation, credit services, business financial support, bookkeeping and consultations.
Which Checklist Do You Need?
Tax Preparation
Gather income, dependent, identification and applicable business documents.
Credit Review
Prepare your credit reports, goals and information before your review.
Business Finances
Organize income, expenses and business records before financial planning.
Bookkeeping
Prepare bank records, income records and expenses for bookkeeping support.
Bring the Right Information.
Individual Tax Return
The documents needed depend on your individual tax situation, but these are common items to gather before your appointment.
- Government-issued photo identification, as applicable
- Taxpayer and spouse information
- Dependent information and supporting records, when applicable
- All W-2 wage statements
- Applicable 1099 income forms
- Interest or dividend statements
- Retirement income documents
- Social Security income documents, when applicable
- Education tax documents, when applicable
- Marketplace health insurance Form 1095-A, when applicable
- Estimated tax payment records, when applicable
- Prior-year return if requested
- Direct-deposit information if applicable
1099 & Business Income
Self-employed taxpayers may need additional records related to their business activity.
- 1099-NEC, 1099-K and other applicable income forms
- Business gross-income records
- Business expense records
- Advertising and marketing expenses
- Supplies and equipment expenses
- Applicable vehicle or mileage records
- Business insurance records
- Office or workspace expenses when applicable
- Professional fees
- Contract labor information, when applicable
- Business bank statements
- Bookkeeping or profit-and-loss records, if available
- Estimated tax payments
Credit Review
Gather information that can help you better understand your current credit profile and financial goals.
- Current credit reports
- List of accounts you have questions about
- Current revolving balances
- Available credit limits
- Payment-history concerns
- Collection-account information
- Recent inquiries you want to review
- Any documents related to suspected inaccurate reporting
- Your primary credit goal
- Upcoming home, vehicle or business-financing goals
Business Consultation
The clearer your numbers are, the easier it is to have a useful conversation about the financial side of your business.
- Business entity information
- Business income records
- Business expense records
- Recent business bank statements
- Profit-and-loss statement, if available
- Balance sheet, if available
- Outstanding business debts
- Recurring business expenses
- Payroll information, when applicable
- Prior business tax information when relevant
- Estimated tax payment information
- Current financial goals
- Questions or concerns you want addressed
Bookkeeping Setup
Prepare the records needed to help organize your business financial activity.
- Business bank statements
- Business credit-card statements
- Sales or revenue records
- Invoices
- Receipts and expense records
- Loan or financing statements
- Payment processor records
- Payroll records when applicable
- Previous bookkeeping reports, if available
- Current accounting or bookkeeping software information
- Outstanding invoices or receivables
- Outstanding bills or payables
Consultation Preparation
You don't need to have everything figured out before your consultation. Come prepared to discuss what is happening now and where you want to go.
- Your main financial concern
- Your immediate financial goal
- Your longer-term goal
- Questions you want answered
- Relevant financial documents
- Current income information when relevant
- Current debt obligations when relevant
- Business information when applicable
- Tax concerns when applicable
- Credit concerns when applicable
Preparing for a 2025 or 2026 Return?
Your Checklist Is Ready. Now Take Action.
Business Consulting
Need help organizing your business finances and next steps?
BUSINESS CONSULTING →Now You're Ready for the Next Step.
Choose the service you need or contact Premium Financial Advisors if you're not sure where to begin.