Preparing your personal income tax becomes much easier when you know exactly what documents you need to gather.
At Tax Advisors of Florida, we help individuals across the state get organized, understand their requirements, and file confidently.
Below you will find a clear list of the documents you must bring, along with helpful IRS resources to check payments, refunds, amendments, or create an IRS account.
To complete your tax return correctly and avoid delays, make sure you collect the following documents before your appointment.
Complete our intake form to help us prepare your return accurately.
Driver License, Passport or any similar government-issued ID.
Required for income from trusts, partnerships or S corporations.
One Social Security card for every person included in the tax return.
Needed if you had Obamacare at any time during the year.
Bring all documents that report your yearly income, such as: W-2s, 1099-NEC, 1099-MISC, 1099-INT, 1099-B, 1099-DIV, 1099-G, and Uber or Lyft summaries or similar gig-work reports
These links make it easier to track refunds, check payments, access your transcript, or manage your IRS account.
Access your IRS account to check notices, transcripts and tax balances.
At Tax Advisors of Florida, we offer more than tax preparation.
We build long-term relationships by delivering dependable, thoughtful service tailored to the needs of real people and growing businesses.
Provide one-on-one support backed by certified tax expertise
Serve both English- and Spanish-speaking communities
Understand the realities of running a business
in Florida
Stay current on IRS regulations and Florida tax laws
Offer flexible, remote consultations for convenience
Our team is here to make personal income tax preparation simple and stress free. Whether this is your first time filing or you want a more organized and reliable tax experience, we are ready to help.
Home
Forms
Services
About us
Resources
Blog
Contact us