Tax Resource Center
Helpful guides to make tax time simple.
Checklists, answers, and trusted links — everything you need to feel prepared and confident before we even meet.
Tax Preparation Checklist
- Photo ID and Social Security numbers for all filers & dependents
- W-2s from every employer
- 1099s (freelance, interest, dividends, retirement)
- Last year's tax return
- Bank routing & account number for direct deposit
- Records of deductions and credits (childcare, education, charity)
Documents to Bring
- Mortgage interest (Form 1098) & property tax records
- Student loan interest (Form 1098-E)
- Health insurance forms (1095-A/B/C)
- Receipts for deductible expenses
- HSA / retirement contribution statements
- Any IRS or state notices received
Small Business Checklist
- Income summary & sales records
- Business expense receipts by category
- Mileage log & vehicle expenses
- Payroll and contractor (1099-NEC) records
- Home-office square footage, if applicable
- Prior-year return & estimated payments made
Downloadable
Printable Forms & Organizers
Each form opens in a clean, print-ready layout — save as PDF or print at home.
Frequently asked questions.
When should I start preparing for tax season?+
The earlier the better. Gathering documents in January and booking your appointment early means more time to find deductions and avoid the April rush. That said, it is never too late — even extensions are handled calmly here.
Where are your clients located?+
Because everything can be handled virtually and securely through the portal, Yumey works with clients in many situations and locations. Reach out and we will confirm we are the right fit.
How do I send my documents securely?+
Use the Secure Client Portal to upload files. Everything is encrypted in transit — far safer than email attachments. You can also bring physical documents to an appointment.
What does a consultation cost?+
The initial consultation is no-obligation. We use it to understand your needs and outline a clear path forward, including transparent pricing for any services before you commit.
Can you help if I am behind on filing or received an IRS notice?+
Yes. Late filings, prior-year amendments, and IRS notices are common and fixable. Bring what you have and we will sort out the next steps together — no judgment.
Trusted IRS & Tax Resources
External links are provided for convenience. Yumey Wealth is not affiliated with the IRS or any government agency.
Still have questions? Let's talk.
A quick consultation is the fastest way to get clarity on your specific situation.
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