Tax Filing Checklists

Know exactly what documents you need before your appointment. Free checklists from a licensed NJ CPA.

Creator Economy Tax Checklist

Document checklist for content creators earning from YouTube, TikTok, OnlyFans, Twitch, Patreon, and brand deals.

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Cryptocurrency Tax Checklist

What documents you need for crypto tax filing: exchange statements, 1099-DA forms, cost basis reports, and DeFi records.

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Gambling & Sports Betting Tax Checklist

Document checklist for sports bettors and gamblers: W-2G forms, session logs, platform statements, and NJ netting records.

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Self-Employment Tax Checklist

Document checklist for freelancers, sole proprietors, and gig workers filing Schedule C.

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W-2 Employee Tax Checklist

Standard tax document checklist for W-2 employees: wage statements, 1099s, deduction records, and NJ-specific items.

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Multi-State Tax Filing Checklist

Document checklist for taxpayers who worked or earned income in multiple states, including NJ/NY/PA specifics.

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Prediction Market Tax Checklist

Document checklist for Kalshi, Polymarket, and Robinhood event contract traders.

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HSA Tax Checklist

Document checklist for Health Savings Account contributions, distributions, and NJ non-conformity.

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Retirement & IRA Tax Checklist

Document checklist for IRA contributions, Roth conversions, inherited IRAs, 401(k) distributions, and Form 8606.

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Kiddie Tax Checklist

Document checklist for the Kiddie Tax (Form 8615): unearned income records, parent information, and student status.

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Have Your Documents Ready?

Once you have gathered your documents, schedule a free consultation to get started with a licensed NJ CPA.

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"Greg was very professional in helping me with my taxes. He broke it down and explained all the details. He was very easy to communicate with. His tax planning and strategies helped me save money."