A simple checklist that speeds up filing and improves accuracy
Overview
If you searched what documents do I need for my CPA, tax preparation checklist, or why is my CPA asking for more information, this guide is your shortcut.
Preparation directly affects:
- filing speed
- accuracy
- missed deductions
- planning quality
When documents are organized, your CPA can focus on strategy instead of cleanup.
Documents individuals should prepare
- W-2s and 1099s
- prior-year tax returns
- mortgage interest statements
- charitable donation receipts
- investment and retirement statements
- healthcare-related tax documents
Documents business owners should prepare
- profit and loss statement
- balance sheet
- payroll reports
- expense documentation
- mileage records (if applicable)
- prior-year business returns
Why prior-year returns matter
They help:
- ensure continuity
- catch carryovers
- verify consistency
- prevent duplicated or missed entries
What if documents are missing?
A CPA can often:
- request replacements
- use alternative documentation
- advise on proper estimates
But missing documents slow everything down.
How Avocet International CPAs helps clients prepare
At Avocet International CPAs, we provide:
- clear document requests
- organized intake processes
- guidance on what actually matters
- planning-focused meetings
Preparation isn’t about perfection. It’s about clarity.
Suggested links to include
- IRS: Tax preparation checklist
https://www.irs.gov/individuals/tax-prep-checklist - SSA: Tax forms guidance
https://www.ssa.gov/forms - QuickBooks: Reports glossary
https://quickbooks.intuit.com/accounting/reports/
FAQ
Do I need my prior-year return?
Yes. It helps ensure continuity and accuracy.
What if I’m missing forms?
Your CPA can advise on replacements or alternatives.
Should I track mileage?
Yes, if you claim business vehicle use.
