Whether it’s just after tax season or you’ve got an appointment on the calendar, this list is here to help you stay prepared. If you’re the early-bird type, keep an eye out for these documents throughout the year and start setting them aside. If your filing deadline is sneaking up fast, use this checklist to make sure you’ve got everything in order. Let’s be honest — filing taxes on your own gets more complicated every year (and yes, this year especially). Even with all the sleek software out there promising to make it “easy,” the reality is: tax prep is rarely straightforward. That’s exactly why My Tax Fella exists. Below you’ll find a practical tax prep checklist to help you gather what you need for your return. Most of these items may not apply to your situation — but some will, and having the right paperwork ready to go helps us help you keep more of your hard-earned money. Yes, the list is a little long. But don’t panic — it’s designed to cover 95% of what we see with our clients. You can even print it out and toss it in your filing cabinet for safekeeping. And even if you’re not working with us this season (though we think you should!), we’re still happy to offer this as a helpful guide to get you through tax time with a little less stress.

Click here to download a PDF of the checklist