Getting ready · A print-friendly guide
Your tax preparation
document checklist.
Start with the records you have and a list of what changed. Use this guide to organize your questions before discussing tax preparation with JK Tax Services.
Based in Homer Glen, serving individuals and small businesses. This is a general starting point. The records needed for your return depend on your situation.
Gather what applies to you
A place to start.
Check items as you organize your records. You can also print this page using your browser's print option.
Start with what changed
A little context helps you identify which records to gather.
Organize your income records
Gather the records that apply to your sources of income.
Set aside relevant expense records
These are items to discuss. A receipt alone does not establish a tax deduction or credit.
Bring your business records together
Self-employed or keeping business books? Keep income, expenses and supporting records organized by period.
Flag rentals and investment activity
Property and asset records may involve more than the current year.
Make a short question list
You can ask for help before everything is organized.
Official guidance for gathering records.
The IRS document guide explains common filing records. Its business recordkeeping guidance explains the role of supporting records. Refer to the gig-economy tax center for side-work income.
Sources checked September 15, 2026. This checklist organizes records and questions. It does not determine your filing requirements or eligibility for deductions.
Choose the help you need
Put your questions in context.
Not sure where to begin?
Describe the help you need. Your initial consultation is free, and you don't need to send tax documents with your request.