Gather your income records
Collect your W-2s, 1099s, investment statements, retirement income forms, and any other records that show income for the year.
Resources & FAQs
A clearer way to prepare for tax time.
Use these simple guides to get organized before your appointment or online filing session.
View document checklistGet prepared
Simple guidance before you file.
Keep track of life changes
A new job, marriage, divorce, new child, move, home purchase, or education expense can all affect your return.
Bring last year’s return
Your prior tax return helps us understand your situation and provides helpful context for a smoother filing process.
Document checklist
What to bring to your tax appointment.
Personal information
Photo ID, Social Security or taxpayer ID numbers, and bank information for direct deposit.
Income documents
W-2s, 1099s, self-employment income records, investment statements, and retirement income forms.
Potential deductions & credits
Childcare, education, mortgage interest, charitable giving, medical expenses, and other relevant records.
Business records, if applicable
Income and expense summaries, mileage records, asset purchases, and prior-year business return documents.
Key tax season dates
Know the dates that can affect your filing.
Federal tax deadlines can change for weekends, holidays, and special circumstances. Confirm the current year’s deadline on the IRS website or with our team.
January
Information documents begin arriving
Watch for W-2 and 1099 forms from employers, financial institutions, and other payers.
April 15
Typical federal filing deadline
This is generally the federal individual income tax filing and payment deadline unless the IRS announces a different date.
October 15
Typical extension deadline
A filing extension generally provides more time to file, but not more time to pay any tax due.
Common questions
Answers to help you feel ready.
Still have a question?
D&R Tax Service is ready to help you prepare with more confidence.
Contact our team