Forms Center
All your forms, organized.
Tax checklists, IRS forms, onboarding packets — all in one secure place.
Appointment Prep
What to bring to your appointment
Tax Office-authored preparation guidance. Your required documents may vary by engagement and tax situation.
Reviewed September 22, 2026.
In-Office Visit
- Government-issued photo ID
- SSNs for filer, spouse, and dependents
- All W-2s and 1099s
- Prior-year federal & state returns
- Bank routing/account for direct deposit
- Any IRS or state notices
- Deduction & expense receipts
Phone Consultation
- Photo ID (uploaded to portal)
- All W-2s and 1099s uploaded in advance
- Prior-year return (if available)
- Bank info for refund deposit
- List of questions or concerns
Zoom Consultation
- Photo ID ready on camera
- Documents uploaded to portal beforehand
- Quiet, well-lit space
- Stable internet connection
- Spouse present (if filing jointly)
Secure Upload Filing
- Photo ID uploaded
- All income documents (W-2, 1099, K-1)
- Prior-year return
- Deduction documentation
- Bank info for direct deposit
Business Tax Prep
- Formation documents / EIN letter
- P&L and balance sheet for the year
- Payroll summary (941/940/W-2/W-3)
- Bank & credit card statements
- Asset purchases & depreciation register
- Prior-year business return
Self-Employed Filing
- 1099-NEC / 1099-K / 1099-MISC
- Income summary by client/source
- Expense categories with totals
- Mileage log (business miles)
- Home-office square footage (if applicable)
- Estimated tax payments made
Checklist Library
Prep checklists & engagement forms
Working PDFs are added only after final review. Items without a download are clearly marked unavailable. Contact our team with questions.
Individual Tax Prep Checklist
ID, SSNs, W-2s, 1099s, prior-year returns, bank info, deduction docs.
Ask about availabilitySelf-Employed / 1099 Checklist
Income summary, expense categories, mileage log, home-office details, 1099-NEC/K.
Ask about availabilityBusiness Tax Prep Checklist
Entity docs, P&L, balance sheet, payroll summary, prior return, asset register.
Ask about availabilityIntake / Engagement Form
Standard intake form used to scope your filing engagement.
Ask about availabilityTax Organizer Packet
Year-over-year organizer to streamline returning-client filings.
Ask about availabilityIncome & Expense Worksheet
Categorized worksheet for self-employed and small-business income/expenses.
Ask about availabilityIRS Consent / 7216 Form
Disclosure consent required for certain bank/refund products.
Ask about availabilityAudit Assistance Form
Authorize Ross & Associates to assist with IRS or state correspondence.
Ask about availability