Document Preparation
Tax Filing Checklists
Know exactly what documents you need before your appointment. Free checklists from a licensed NJ CPA.
9 Guided Checklists
Choose your filing situation
Each checklist is interactive, organized by document type, and includes answers to the most common preparation questions.
creator
Creator Economy Tax Checklist
Document checklist for content creators earning from YouTube, TikTok, OnlyFans, Twitch, Patreon, and brand deals.
View Checklistcrypto
Cryptocurrency Tax Checklist
What documents you need for crypto tax filing: exchange statements, 1099-DA forms, cost basis reports, and DeFi records.
View Checklistgambling
Gambling & Sports Betting Tax Checklist
Document checklist for sports bettors and gamblers: W-2G forms, session logs, platform statements, and NJ netting records.
View Checklistbusiness
Self-Employment Tax Checklist
Document checklist for freelancers, sole proprietors, and gig workers filing Schedule C.
View Checklistemployee
W-2 Employee Tax Checklist
Standard tax document checklist for W-2 employees: wage statements, 1099s, deduction records, and NJ-specific items.
View Checklistmulti state
NJ-Resident Commuter Tax Document Checklist
Document checklist for taxpayers who worked or earned income in multiple states, including NJ/NY/PA specifics.
View Checklisthealth
HSA Tax Checklist
Document checklist for Health Savings Account contributions, distributions, and NJ non-conformity.
View Checklistretirement
Retirement & IRA Tax Checklist
Document checklist for return reporting of client-established retirement accounts and completed transactions; no plan, conversion, or investment recommendation.
View Checklistkiddie
Kiddie Tax Checklist
Adult and parent education checklist for the Kiddie Tax (Form 8615): unearned-income records, parent information, and student status.
View ChecklistNext Step
Have Your Documents Ready?
New clients: use the contact form. Share the filing situation you selected. Any response, availability, scope, price, timing, or next step is confirmed only in writing; submission promises no response, call, consultation, engagement, or outcome.