There's a lot of documentation to track down before you can file: W-2s, 1099s, retirement account statements, charitable donation records… and that's before you even get to listing our your itemized deductions.
We made this checklist to take the guesswork out of tax preparation.
Go through it section by section — income, deductions, credits, and more — check off what applies to you, and show up to your accountant (or tax software) actually prepared.
Less scrambling, more confidence — and more time to enjoy spring rather than spend it in a tax scramble.