Tax preparation becomes far more efficient when you know exactly what documents are required. Whether you’re an individual, freelancer, or business owner, having the right information ready reduces delays, errors, and unnecessary stress.

Documents for Individuals

• Valid identification
• Income statements (W-2, 1099)
• Investment and interest income records
• Prior-year tax returns

Documents for Business Owners

• Profit & Loss statements
• Balance Sheets
• Bank and credit card statements
• Payroll records
• Contractor payment summaries

Business Formation Documents

• Articles of Incorporation or Formation
• EIN confirmation letter
• Operating agreements or bylaws

Why Accurate Records Matter

Incomplete or incorrect documentation can delay filing, increase audit risk, and limit tax planning opportunities.

What Happens If Information Is Missing

When documents are missing, options such as filing extensions may be necessary. Early communication with a tax professional helps prevent penalties and compliance issues.

Conclusion

Preparation is the foundation of a smooth tax season. At Rosemary Tax, we guide our clients step by step to ensure nothing is overlooked and every filing is handled with clarity and care.