INDIVIDUALS · 5 STEPS · 2 MIN READ
Prepare for your personal tax appointment in 5 steps
A simple checklist to help you arrive prepared and ask better questions.
KFN Accounting & Financial, LLC · November 12, 2026
1. Start with last year’s return.
Use it as a reminder of income sources and documents you may need again. Note anything that has changed.
2. Collect your income documents.
Organize forms from employers, banks, investment accounts and other income sources. Tell your preparer if you are still waiting for a document.
3. Document major life changes.
Make a list of moves, marriage or divorce, family changes and new work or business activities to discuss with your CPA.
4. List payments and questions.
Bring records of estimated tax payments and tax notices. Write down questions about withholding, investments or upcoming financial decisions.
5. Share records securely.
Use your preparer’s secure onboarding process for tax documents. Confirm any missing items and the next steps before filing.
General educational information. These organizational tips do not establish eligibility for a deduction or guarantee tax savings. Your circumstances determine the advice you need.