Individual Tax Return Records
Start with prior federal and state returns, current W-2 and 1099 forms, tax-payment confirmations and records supporting the income, deductions and credits to be reported. Note changes in household circumstances or states involved.
Self-Employment and Rental Records
Provide organized income and expense records, asset purchases and disposals, financing documents and prior depreciation schedules. Rental owners can use the property-specific records checklist; self-employed taxpayers can review Schedule C preparation.
Business Entity and Owner Records
Gather the general ledger, year-end financial statements, reconciliations, payroll reports and owner contributions, distributions and loan activity. Include election correspondence and changes in ownership. Use the S corporation return checklist or the partnership preparation records list as appropriate.
Share Complete Records Through the Agreed Secure Process
Ask for secure transfer instructions before sending tax returns or financial identifiers. Label records by taxpayer, entity and year, and identify missing information early. Compare individual tax preparation with the available business preparation services. Preparing for advice about a decision is a different task; use the planning-consultation checklist for that discussion.
Frequently Asked Questions
Can these records be provided electronically?
Yes. Organized electronic records are generally efficient, provided they are complete, readable, and grouped by tax year or business activity.
Should prior-year returns be included?
Yes. Prior-year federal and state returns often provide important carryforward, depreciation, basis, and payment information.
Related Tax Resources
Ready to Get Started?
Schedule a consultation with CPA of Denver to discuss your individual or business tax filing needs.
Individual Tax Preparation and Planning Guides
- What to Bring to Your First Tax-Planning Consultation
- Tax Preparation vs. Year-End Tax Planning
- Changing CPAs When Your Tax Situation Becomes More Complex
For coordinated help with wages, investments and stock compensation, explore high-income tax preparation and planning.
Have a Specific CPA Question?
Book a $350 CPA Consultation for tax, accounting or financial-statement questions. The allowance covers up to one hour total for document review, preparation and the telephone call. Written reports and implementation require a separate scope. For availability or service-fit questions, send a brief inquiry.