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Tax Preparation Resources in Florida
Documents Necessary to Prepare My Personal Income Tax in Florida
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.
Checklist for Your Personal Income Tax Filing in Florida
To complete your tax return correctly and avoid delays, make sure you collect the following documents before your appointment.
Tax Advisors of Florida Form
Complete our intake form to help us prepare your return accurately.
Schedule K-1 (If Applicable)
Required for income from trusts, partnerships or S corporations.
Form 1095-A
Needed if you had Obamacare at any time during the year.
Valid Identification
Driver License, Passport or any similar government-issued ID.
Social Security Cards
One Social Security card for every person included in the tax return.
Income Statements
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
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Helpful IRS Tools and Resources
These links make it easier to track refunds, check payments, access your transcript, or manage your IRS account.
Why CHOOSE US
Trusted by Individuals and Business Owners Across Florida
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.
Personalized Expertise
Provide one-on-one support backed by certified tax expertise
Bilingual Support
Serve both English- and Spanish-speaking communities
Business Insight
Understand the realities of running a business in Florida
Regulation-Ready
Stay current on IRS regulations and Florida tax laws
Remote Convenience
Offer flexible, remote consultations for convenience
Get Started with Expert Tax Consulting Services in Florida
Partner with a financial team that understands Florida’s unique tax landscape. Whether you need help with personal taxes, small business planning, or bookkeeping, we’re here to offer clear, reliable support tailored to your goals.
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