Tax Preparation Checklist 2018

Tax Preparation Checklist 2018

We know that getting everything ready for tax season can be a process, so we decided to put a tax preparation checklist together for the 2018 tax season. If your year was full of various incomes, a new house, medical expenses, or if you own your own business, this tax preparation checklist will help you gather deductions and other documents for the upcoming 2018 tax season.

For Everyone

Whether your filing status is single, married or head of household, these are a few things you should bring with you to your upcoming tax appointment:

  • W-2's from all employers
  • 1099 forms for other incomes
  • Social Security Numbers (for all family members)
  • Health Insurance forms
  • Medical expenses
  • A copy of your 2017 tax return

If You Own a Property

Do you own your own home or property? Here's a list of documents and deductions you should bring with you for your upcoming tax appointment:

  • Mortgage Interest (1098)
  • Real Estate taxes paid
  • Rental income
  • Receipts for all repairs, upgrades and utilities

If You Own a Business

Taxes can become complicated if you own your own business, but there are also many tax advantages as well. The list below are just some of things you should know, or bring with you for your upcoming business tax appointment:

  • Know your Tax ID number
  • Proof of Business income
  • Receipts for business expenses
  • A list of capital assets and equipment
  • Health insurance premiums
  • Mileage log


There are many other tax deductions and tax forms that may or may not apply to you after the year is up. Here are some miscellaneous items to lookout for:

  • IRA and HSA contributions
  • Adoption expenses
  • Education expenses (loan interest, tuition, books and supplies)
  • Sales tax from vehicle purchase

Remember this is not a complete checklist. Just a few of the basic forms and deductions you can, and should bring with you for your upcoming tax appointment.

Visit the IRS website for more.

If you have any questions or concerns feel free to contact us.
Ph#: 619-207-0730

You can also book your tax appointment online:

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