Stay Ahead of Tax Law Changes: Learn about the One Big Beautiful Bill

What documents do I need to bring to my tax appointment?

Essential Documents for Your Tax Appointment: A Guide

Tax season comes once a year. Not sure what to bring to your Tax appointment? This is one of the most frequently asked questions we receive here at Molen and Associates. Here are some tips on how to get ready. Please remember every taxpayer’s situation is unique there are of course many other documents which may or may not apply to you.

Many of the needed documents may come into your mailbox one by one. If not, make sure you contact your employer, financial institution or university.

  • Social Security or ITIN Numbers with date of births for anyone who’ll be on your tax return
  • Childcare payment records with licensed provider’s ID number(s)
  • Bring any & all W-2, 1098, 1099 & schedule K-1 forms (income/loss from partnerships, S corporations, mortgage interest) and property tax statements etc)
  • Education scholarships or fellowships
  • Brokerage statements from stock, bond or other investment transactions (these are normally covered by 1099-DIVs and 1099-Bs)
  • Closing statements pertaining to real estate transactions
  • Any tax notices received from the IRS or other taxing authorities
  • Please bring a copy of your prior year tax return as well as annual sums of deductions by category.
  • Birth / death certificate
  • Marketplace Statement
  • Mortgage interest, real estate & personal property tax records
  • Casualty & theft losses
  • Amounts of state & local income tax paid in prior years
  • Records of cash donations to religious institutions, schools & other charities
  • Records on non-cash charitable donations
  • Self-employment or contractor expenses (travel, tools, cell phone charges, uniform cost/cleaning, luggage, services fees, trade journals, meals & entertainment)
  • Moving expenses
  • Records of any contributions to IRAs, HSAs & other retirement plans
  • Records of tuition and other higher education expenses (books, computers, etc.)

If you are a new client, please bring copies of your last 3 years federal and state income tax returns.

MOST IMPORTANTLY

Bring any questions you may have in a written format to ensure you get the most out of your appointment. Our primary goal as a trusted advisor is to be available to provide insightful advice to enable our clients to make informed tax and financial decisions. We do not accept anything less from ourselves and this is what we deliver to you. We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients. As a part of your tax return, we would love to help educate you.

Violet Ly
Front Office

The Molen & Associates Difference

Mike Forsyth

“Super helpful and timely. This is our first year with them and we look forward to trusting them with our taxes and business books for years to come.”

Caitlin Daulong

“Molen & Associates is amazing! They run an incredibly streamlined process, which makes filing taxes a breeze. So impressed with their attention to detail, organization, and swift execution every year. Cannot recommend them enough!”

Sy Sahrai

“I’ve been with Mr. Molen’s company for few years and I felt treated like family respect and dignity. They are caring, professional and honest, which hard to find these days. Love working with them.”

One Big Beautiful Bill: High-Income Phaseouts You Need to Know

The One Big Beautiful Bill (OBBB) delivers tax relief across many income levels, but for higher earners, some benefits phase out as income climbs. These phaseouts gradually reduce or eliminate valuable deductions and credits once your adjusted gross income (AGI)...

One Big Beautiful Bill: Clean Energy and “Green” Tax Credits You Can Use

The One Big Beautiful Bill (OBBB) didn’t just change income tax brackets and deductions—it also continued and expanded several clean energy and environmentally focused tax incentives. These credits reward taxpayers who make energy-efficient upgrades, invest in...

How the OBBB Tax Bill Could Save a Texas Family Thousands in 2025

(A Before & After Story) When the One Big Beautiful Bill (OBBB) passed, many families wondered what it might mean for their taxes in real life. Let’s walk through a fictional example that might sound a lot like someone you know — maybe even you. Meet Jake and...

How to Correctly Pay Yourself and Take Cash from Your Business

As a small business owner, one of the most common questions you might have is: “How should I pay myself?” The answer isn’t always straightforward because it depends heavily on your business structure and tax situation. Whether you're aiming to maximize tax deductions,...

Estate & Gift Planning – What’s Changing Under the One Big Beautiful Bill (OBBB)

The One Big Beautiful Bill (OBBB) brings several important changes for individuals and families looking to transfer wealth, reduce estate taxes, and protect assets for future generations. Whether you’re planning modest gifts to family or multi-million-dollar legacy...

Qualified Small Business Stock (QSBS) – Everything You Need to Know Under the One Big Beautiful Bill (OBBB)

Thinking of investing in—a high-growth small business, the Qualified Small Business Stock (QSBS) exclusion can be one of the most powerful tax strategies available. The One Big Beautiful Bill (OBBB) makes important adjustments that keep QSBS attractive for...

Research & Development (R&D) Tax Credit – Everything You Need to Know Under the One Big Beautiful Bill (OBBB)

The Research & Development (R&D) Tax Credit has long been a powerful tool for businesses that innovate, design, and improve products or processes. The One Big Beautiful Bill (OBBB) brings important changes that expand eligibility, increase potential savings,...

Qualified Opportunity Zones (QOZ) – Everything You Need to Know Under the One Big Beautiful Bill (OBBB)

The Qualified Opportunity Zone (QOZ) program has been one of the most powerful tax incentives for investors and business owners since it was introduced in 2017. The One Big Beautiful Bill (OBBB) makes several adjustments that extend its reach, giving investors more...

One Big Beautiful Bill: Frequently Asked Questions (FAQ)

The One Big Beautiful Bill (OBBB) is one of the most sweeping tax updates since the Tax Cuts and Jobs Act of 2017. With so many provisions affecting individuals, families, and business owners, it’s normal to have questions. At Molen & Associates, we’ve compiled...

Top 10 Tax Planning Tips Before Year-End Under the One Big Beautiful Bill

The One Big Beautiful Bill (OBBB) has reshaped the tax landscape for individuals, families, and business owners. While many changes take effect in 2025, there are key moves you can make before year-end to set yourself up for maximum tax savings next year. At Molen...

Request an Appointment Today

5 + 15 =

Call us at

Share This