For basic tax preparation, bring your W-2s, 1099s, receipts for deductible expenses, and last year’s tax return. If you’re a small business owner, we’ll need your profit and loss statements, bank statements, and records of business expenses. For tax resolution cases, we need copies of all IRS notices, unfiled tax returns, and financial documents showing your current income and expenses. Don’t worry if your records aren’t perfectly organized—we’ve seen it all and can help you get everything sorted out.