Tax year 2025
Tax Prep Document Checklist
Bring what applies to you: ID, Social Security numbers, W-2s, 1099s, 1095-A, 1098 forms and business records. Missing documents can delay your tax return.
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Individual and family returns, and business returns for sole proprietors, partnerships, S corporations and C corporations.
From a single W-2 return to a partnership with owners in several states, we prepare the return, explain what changed and tell you what to keep for next year.
01 / 02
Federal and state returns for individuals and families, including nonresidents and people with income or accounts in more than one place.
Form 1040 for individuals and families. Self-employment income is reported on Schedule C with the same return (see Sole Proprietors below).
Form 1040-NR for nonresidents of the U.S., and nonresident state returns for clients with income in more than one state.
Individual Taxpayer Identification Number applications for people who need to file but are not eligible for a Social Security number.
Reporting of foreign bank and financial accounts to the U.S. Treasury.
Key due dates
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Returns for every common business entity, from a one-person business to a corporation, plus the business filings that come with them.
Business income and expenses for sole proprietors, contractors and single-member LLCs that haven’t elected to be taxed as a corporation, reported on Schedule C with the owner’s Form 1040.
Form 1065 for partnerships and for LLCs with two or more members (taxed as partnerships unless they elect otherwise), including a Schedule K-1 for each partner.
Form 1120-S for corporations and LLCs that have elected S corporation status, including a Schedule K-1 for each shareholder.
Form 1120, the U.S. corporation income tax return, for C corporations.
Annual highway use tax filing for logistics and trucking companies and owner-operators.
Texas sales tax filings and support through state sales tax audits.
Key due dates
Fiscal-year businesses have different due dates. Source: IRS instructions for Forms 1065, 1120-S, 1120 and 1040. General information, not tax advice.
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