Tax Preparation Checklist

Know what to gather before the conversation.

You can start an ASI inquiry without uploading any documents. This checklist helps organize the next conversation; your preparer will confirm the specific records needed for your engagement.

Start with the basics

• The tax year or years you want help with.
• Whether you need a business return, individual return or both.
• Your business name, structure and tax election, if known.
• The states where you lived, worked or operated your business.
• Any filing notices, prior-year questions or upcoming deadlines you want to discuss.

Gather records for secure transfer later

• Prior-year returns and records of payments.
• Income documents and business income and expense reports.
• Bank and credit-card reconciliations, if available.
• Payroll, contractor and asset records relevant to the business.
• A list of missing records or unreconciled accounts.

Keep the initial inquiry simple

Provide your name, email and phone number, then add optional context. Ask ASI for secure upload instructions before sharing returns, Social Security numbers or account details. Visit the services directory to choose the conversation that fits.

What happens next

For additional background, see the IRS guidance on choosing a tax return preparer. Use the checklist to identify questions, not to delay contacting us until every record is ready. Tell ASI about gaps so the preparation and accounting scope can be discussed.