What Documents Do You Need to File Your Taxes in West Palm Beach?
Tax season moves fast, and most delays have the same cause: a missing document. Gathering your paperwork before your appointment saves you a second trip, speeds up your refund, and helps your preparer find every deduction you qualify for. Use this checklist from Towny Tax Multiservices LLC in West Palm Beach, Florida.
Personal identification
- A valid photo ID (driver’s license or passport).
- Social Security cards or ITIN letters for you, your spouse and your dependents.
- Your bank account and routing numbers if you want your refund by direct deposit.
Income documents
- W-2 forms from every employer you worked for during the year.
- 1099-NEC if you did contract or freelance work.
- 1099-MISC, 1099-INT, 1099-DIV or 1099-B if you received other income, interest, dividends or investment sales.
- Records of any other income, such as rental income or unemployment (1099-G).
Deductions and credits
- 1098 form if you pay mortgage interest.
- Receipts and records of business expenses if you are self-employed.
- Proof of childcare expenses, education expenses or charitable donations, when they apply to you.
- Health coverage forms (such as 1095-A) if you bought insurance through the Marketplace.
Helpful extras
- A copy of last year’s tax return, especially if you are a new client.
- Any letter you received from the IRS during the year.
Not sure about a document? Bring it anyway
If you are not sure whether something counts, bring it and ask. At Towny Tax we review your documents with you, in English or Spanish, and tell you honestly if anything is missing before we file.
Ready to get started? Call or message us on WhatsApp at (561) 475-7515, or book your appointment through our contact page. We serve clients in West Palm Beach and throughout Palm Beach County, Monday to Sunday, 8 AM to 7 PM.
Haven’t started preparing yet? Read our first checklist: How to Prepare for Tax Season 2027 in West Palm Beach