With complete documents, your return is faster and error-free. This is the list we use at the office for the 2027 season; bring what applies to your appointment.
Your personal return
- Last year's return and a photo ID
- Social Security number or ITIN for you and your dependents (in person or in the portal, never by chat)
- W-2s from every job and 1099s you received (NEC, MISC, INT, DIV, K, R)
- Form 1098 mortgage, property taxes and 1098-T for tuition
- Childcare costs and donations
- Form 1095-A if you have Marketplace insurance
Your company
- Profit and loss and balance sheet, or QuickBooks access
- December bank and card statements
- Equipment or vehicle purchases this year
- Business mileage
- The company's prior-year return
Payroll and contractors
- A W-9 from every contractor and the total paid in 2026 (the 1099-NEC applies from $2,000)
- Payroll reports for the year
If you live abroad or have no Social Security number
- A valid passport for the ITIN application
- Documents for your U.S. company and from the country where you live
This list is general. SonIA sends you yours, based on your case, before the appointment.