How It Works & What to Bring

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Getting Started

Working with us takes four steps: call to request a consultation, send or bring your documents, we prepare and review the return with you, then we file it and help you plan for next year. Most individual returns need a photo ID, Social Security numbers, last year’s return, and your income forms. The full checklist is below.

New client? Start here

How Working With Us Works

Four simple steps from first call to filed return — with no surprises along the way.

1. Request a consultation

Call us at (713) 988-3513. We’ll talk through your situation and what you need.

We’ll tell you exactly what to bring or send. Use the checklist below to gather everything that applies to you.

3. We prepare & review

An experienced tax professional prepares your return or sets up your books, then reviews everything with you.

4. File and plan ahead

We file on your behalf and help you plan for next year so you’re never caught off guard.

What Should I Bring to Prepare My Tax Return?

Every return is different, so bring what applies to your situation. If we need anything else, we’ll let you know.

Personal information

Photo ID for you (and your spouse, if filing jointly)
Social Security or ITIN numbers for everyone on the return
Last year’s tax return, if you have it
Bank account and routing number for direct deposit

Income

W-2s from employers
1099s (contract work, interest, dividends, retirement, etc.)
Records of any other income

Deductions & credits

Mortgage interest and property tax statements
Childcare or dependent-care expenses
Education expenses (tuition, student-loan interest)
Charitable donation records
Medical expense records, if significant

Small-business owners

Income and expense records for the year
Mileage logs and vehicle expenses
Payroll records, if you have employees
Prior bookkeeping files or bank statements

Not sure whether something applies? Bring it along or ask us first — it’s better to have it than to make a second trip.

Ready to get started with a Houston tax professional?

Request a Consultation