The documents needed to file your taxes can vary based on your income, employment, family situation, investments, deductions, and other life events. This checklist walks through common categories to review before tax time, including personal information, dependent details, income sources, deductible expenses, health insurance, retirement savings, and records related to homeownership, charitable giving, education, or federally declared disasters.

Tax preparation is easier when the right information is organized before filing begins. We help clients approach tax season as part of a broader financial picture, connecting tax documents and filing needs with planning conversations around income, investments, retirement, charitable giving, and other decisions that may affect your overall strategy.