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What to Bring to Your CPA for Taxes: Get Prepared Today

What to Bring to Your CPA for Taxes: A Comprehensive Guide for Edmond, OK Residents

Need tax prep help? Learn what to bring to your CPA for taxes with Roger Ely CPA in Edmond, OK. Maximize deductions and file stress-free. Call today!

What to Bring to Your CPA for Taxes

Tax season can feel overwhelming, but being prepared with the right documents can make the process much smoother. Whether you’re a W-2 employee, a self-employed business owner, or someone with rental income, knowing what to bring to your CPA for taxes is essential for maximizing deductions and avoiding delays.

At Roger Ely CPA, we provide expert tax preparation services for individuals and businesses in Edmond, OK. This guide will walk you through the checklist of tax documents to bring to your CPA for personal tax preparation, ensuring you have everything you need for a stress-free experience.

Why It’s Important to Bring the Right Tax Documents

Having all necessary tax documents ready allows your CPA to prepare an accurate return, claim every possible deduction, and minimize tax liability. Missing documents can lead to unnecessary delays or even audits. Below, we break down what each type of taxpayer should bring to their CPA.

Checklist of Tax Documents to Bring to Your CPA for Personal Tax Preparation

The type of tax documents you need depends on your employment status and income sources. Below are different client tax situations and the specific paperwork required for each.

W-2 Employees

If you work for an employer and receive a W-2, bring the following:

  • W-2 form(s) from all employers
  • 1095-A/B/C (if applicable, for health insurance coverage)
  • 1098 (Mortgage Interest Statement)
  • Property tax statements
  • Statements for investment income (1099-DIV, 1099-INT, 1099-B)
  • Charitable donation receipts
  • Medical expenses (if itemizing deductions)
  • Student loan interest (1098-E)
  • Education expenses (1098-T for tuition, receipts for books and supplies)
  • Childcare expenses and provider information
  • Retirement account contributions (IRA, 401(k), etc.)
  • State and local tax refund (1099-G)

1099 Contractor / Freelancer / Gig Worker

If you receive 1099-NEC or 1099-K forms, gather:

  • 1099-NEC or 1099-K (for freelance/gig work)
  • Business expense receipts (home office, mileage, supplies, software)
  • Bank statements (if using personal accounts for business transactions)
  • Receipts for travel, meals, advertising, and marketing
  • Self-employment tax estimates (if paid quarterly)
  • Retirement contributions (SEP IRA, Solo 401(k))
  • Health insurance premiums (if self-employed)

Self-Employed with Rental Property

Those with rental income should bring:

  • 1099-MISC or 1099-NEC (for independent contractor work)
  • Rental income records (bank deposits, rent receipts, lease agreements)
  • Mortgage interest statements (1098 form)
  • Property tax payments and insurance expenses
  • Utilities, repairs, maintenance, and HOA fees
  • Depreciation schedule (if applicable)
  • Mileage logs for travel related to property management
  • Advertising costs (listing fees, professional photography, etc.)

Small Business Owner (Sole Proprietor, LLC, or S-Corp)

If you own a business, ensure you have:

  • Business income records (invoices, bookkeeping statements)
  • Expense receipts (supplies, software, advertising, legal fees, payroll)
  • Asset purchases (computers, vehicles, equipment, etc.)
  • Home office deduction details (square footage, utilities, internet costs)
  • Self-employment tax payments (if paid quarterly)
  • Issued 1099s for subcontractors
  • Business loan interest statements

Contract Employees (1099 + W-2 Hybrid Workers)

If you receive both a W-2 and a 1099, bring:

  • W-2 forms from employers
  • 1099-NEC or 1099-K for contract work
  • Business expense receipts (home office, supplies, mileage)
  • Self-employment tax payments

Retirees & Pension Recipients

Retirees should bring:

  • Social Security Income (Form SSA-1099)
  • Pension or annuity statements (1099-R)
  • IRA or 401(k) withdrawals
  • Investment income statements (1099-DIV, 1099-INT, 1099-B)
  • Medical expenses and long-term care costs
  • Property tax payments

Investors (Stocks, Cryptocurrency, Real Estate)

If you have investment income, bring:

  • 1099-DIV (Dividends), 1099-INT (Interest), 1099-B (Stock sales and capital gains)
  • Cryptocurrency transaction reports
  • Real estate investment documents (rental income, mortgage interest, property tax, etc.)
  • Documentation of investment losses

Why Choose Roger Ely CPA for Your Tax Preparation?

Navigating tax season doesn’t have to be overwhelming. Roger Ely CPA provides personalized, professional tax services to individuals and businesses in Edmond, OK. Here’s how we help:

  • Maximizing Your Deductions: We ensure you claim every deduction possible, reducing your tax liability.
  • Helping Small Business Owners & Contractors: We specialize in self-employed and rental property owner tax filings.
  • Year-Round Support: Tax planning isn’t just for April—we offer ongoing advisory services.
  • Local Expertise: We understand Oklahoma state tax laws and help you comply with federal and state regulations.

Get Started with Roger Ely CPA Today

At Roger Ely CPA, the most trusted CPA in Oklahoma, we take the stress out of tax season by ensuring you’re fully prepared. Whether you need help with personal tax documents for CPA filing, maximizing deductions, or handling complex tax situations, we are here for you.

📞 Call Us Today: 405-684-0486
🌎 Visit Our Website: www.oklahomacity-accountant.com