What Do I Need to Do My Taxes?

Pick your situation below and we'll show you exactly what to gather before you file. You won't need every list — just the one that fits.

Personal

For you and your family

W-2 earners, families, investors, and self-employed filers.

Non-U.S. residents with income from the United States.

Business

Freelancers and single-owner businesses.

Businesses with two or more owners.

Income that passes through to the owners.

A corporation taxed on its own profits.

Estate, Trust & Gift

Income earned by an estate or trust.

Larger estates after someone passes away.

Sizable gifts given during your lifetime.

Other organizations

HOAs and condo associations.

Charities and tax-exempt organizations.

Not sure which one?

Tell us a little about your situation and we'll tell you exactly what to gather — and what it will cost — before any work begins.