Gather your documents before tax preparation begins.
Use the checklist that best matches your tax situation. Not every document will apply to every taxpayer or business.
Please upload clear and complete copies through the secure ServiAmigo client portal. Do not send Social Security numbers, identification documents or tax forms through regular email, text message or WhatsApp.
Individual Tax
Common documents for employees, families, homeowners, investors and retirees.
Self-Employed
Income, expenses, mileage, equipment and records for independent contractors and sole proprietors.
Business Tax
Financial reports, payroll records, asset purchases and documents for partnerships and corporations.
Rental Property
Rental income, property expenses, mortgage statements, repairs and asset information.
ITIN Application & Renewal
Identification documents and records commonly needed for an ITIN application or renewal.
All 5 Checklists
Get the complete ServiAmigo Tax Document Checklist Package as a single PDF.
Not every item on these checklists will apply to you.
Contact ServiAmigo Tax & Advisory if you are unsure which documents are needed for your personal or business tax situation.