What Documents Do I Need to File My Taxes?

Declaring your taxes accurately and on time starts with having the correct documents on hand. Whether you are an employee (W-2), a freelancer (1099), or a small business owner, organizing your documentation in advance can help you avoid delays, reduce errors, and even increase your chances of receiving a larger refund.In this article, we guide you step by step on the essential documents you need to gather before filing your tax return with the IRS, so you can feel confident and prepared, regardless of your financial situation.

Having your paperwork in order not only makes the process easier but also protects you against potential audits, allows you to identify legitimate deductions, and prevents you from paying more taxes than necessary. Remember that good preparation begins long before the filing deadline, and having the right information is key to correctly fulfilling your tax obligations.

At C&R Priority Services, we understand that the tax process can be overwhelming without the right guidance. That’s why we are here to help you gather the correct documents, identify tax savings opportunities, and file your return with complete confidence and compliance. Whether you are filing as an individual or as a business, our team of professionals is ready to guide you every step of the way.If you are unsure where to start or what documents apply to your case, feel free to contact us. With the help of an experienced preparer or a certified public accountant (CPA), you can file your return correctly and take advantage of all the tax benefits available under U.S. tax law.

Documents you need to file your taxes

For Individuals & Families:

Valid ID (e.g., driver’s license or state ID)
Social Security Numbers or ITINs (for you, spouse, dependents)
W-2 Forms (from employers)
1099 Forms (freelance, unemployment, investments)
Bank Interest (1099-INT)
Childcare Costs (With provider info)
Education Expenses (1098-T, receipts)
Health Insurance (1095-A from Marketplace)
Mortgage & Property Tax
Charitable Donations (Receipts)
Last Year’s Return (Optional)

For the Self-Employed or Contractors:

1099-NEC / 1099-K
Income & Expense Records
Business Receipts (Mileage, supplies, equipment)
Home Office Expenses

For Small Business Owners

Profit & loss and balance sheet reports
Payroll records
Year-start and year-end inventory values
1099s issued to contractors
Bank & credit card statements
Bank & credit card statements
Sales tax filings
Asset purchase records

Frequently Asked Questions (FAQs)

Call to ActionNot sure what documents you need?

Our bilingual team is ready to help you prepare your statement clearly, securely, and reliably. Contact us today for a personalized consultation.

Do you need help?

At C&R Priority Services, we assist you in gathering what you need and declaring accurately — both for personal and business taxes.

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