Client Resources

2026 Individual Tax Return Checklist

Complete this checklist to help us identify the tax information and documents relevant to your 2026 individual income tax return.

This checklist is secure. Please don't send sensitive information — Social Security numbers, ITINs, bank details, tax documents, or IDs — through email or the website contact form. For anything the checklist doesn't cover, the office will provide secure upload instructions.

Before you begin

This checklist is an important part of preparing an accurate tax return. It usually takes about 15–30 minutes to complete. Please set aside enough time and answer each question as completely and accurately as you can. If you're unsure about something, note it and we'll follow up with you.

Keep last year's tax return and this year's tax documents nearby.

Open your Tax Checklist

For your security, you'll confirm your email with a one-time code before the checklist opens.