Most delayed refunds we see don't come from complicated tax situations — they come from a missing form. Gathering your paperwork before your appointment is the single easiest way to make filing fast, accurate, and stress-free.
Income records
W-2s from every employer you worked for during the year
1099-NEC or 1099-K if you did contract, gig, or self-employed work
1099-INT, 1099-DIV, or 1099-B for interest, dividends, and investment sales
1099-G for unemployment compensation or state refunds
Records of rental income, side-business income, or cash income
Deduction and credit records
1098 mortgage interest and property tax statements
1098-T tuition statements and student loan interest (1098-E)
Childcare provider name, address, and tax ID
Charitable donation receipts
Medical expenses, if they were significant for the year
Identity and banking
Social Security numbers for you, your spouse, and every dependent
A government-issued photo ID
A voided check or your routing and account numbers for direct deposit
Business owners: a few extras
If you run a business, bring your profit-and-loss summary, mileage log, home-office square footage, equipment purchases, and any estimated tax payments you already made during the year.
Bring what you have and we'll work through the rest together. If you're unsure whether a document matters, bring it — it's far easier to set aside a form you don't need than to amend a return later.
Have questions about your situation?
Kenisha Johnson and the Legacy team work with individuals, families, and business owners across Michigan.
Book a consultation