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Tax Preparation Checklist
Use a practical checklist to make sure you have the core documents and information needed before preparation begins.
View checklist ↓Client Resources
Helpful information, organized in one place.
Use these resources to prepare for tax season, gather documents, answer common questions, and reach official tax-agency tools.
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What Documents Do I Need?
Guidance on common income, deduction, business, dependent, and identification documents.
See document guide ↓03
Official Tax Resources
Direct access to federal and Illinois tax-agency resources.
Official links ↓Frequently Asked Questions
Quick answers about appointments, remote filing, document delivery, and communication.
Read FAQs ↓Important Tax Dates & Deadlines
Annual dates change, so we point clients to current official guidance instead of leaving stale dates on the site.
Check official sources ↓Preparation Checklist
Before you begin.
- Valid photo identification
- Social Security information for everyone included on the return
- W-2, 1099, retirement, investment, or other income documents
- Dependent and childcare information when applicable
- Business income and documented expenses for self-employed clients
- Prior-year return when requested
- Banking information if using direct deposit
Document Guide
Keep documentation organized.
Tax situations differ. The list here covers common items, but Clemons Tax Services may request additional documentation based on the return being prepared.
Business clients: income and expenses should be supported by appropriate records. Please organize documentation before preparation whenever possible.
Official Tax Resources
Go directly to trusted tax-agency sources.
Internal Revenue Service
Federal tax forms, refund tools, transcripts, payment information, and current filing guidance.
Visit IRS.govIllinois Department of Revenue
Illinois tax forms, filing information, account tools, and state tax guidance.
Visit Illinois RevenueFrequently Asked Questions
Quick answers.
When do 2027 appointments open?
Sunday, November 1, 2026.
When does the Client Portal open?
The Client Portal also opens Sunday, November 1, 2026.
Can I file without coming into the office?
Yes. Remote and virtual filing options are available.
Where is the in-person office?
Because the office is a private home office, the address is provided only with your appointment confirmation.
Should I email my tax documents?
No. Sensitive documents should be submitted through the secure Client Portal when it is available.