Income Documents
- W-2s for wages and salaries
- 1099 forms (NEC, MISC, INT, DIV, K, R)
- K-1s from partnerships, S-corps, or trusts
- Records of other income (rental, investment, foreign)
Tax Season
Tax season, made simple
A little preparation goes a long way. Use this page to gather what we need, keep the key deadlines in view, and submit everything securely.
What to Gather
Your tax preparation checklist
Every situation is different, but most clients need the items below. Gathering them early helps us file accurately and capture every deduction you are entitled to.
Business Records
- Year-end profit & loss and balance sheet
- Bank and credit card statements
- Payroll reports and 1099s issued
- Asset purchases and depreciation schedules
Deductions & Credits
- Business expense worksheet and receipts
- Vehicle mileage log
- Home-office details (square footage, expenses)
- Retirement, HSA, and estimated-tax payments
Personal & Prior-Year
- Prior-year tax return (new clients)
- Mortgage interest (1098) and property tax
- Charitable contribution records
- Any IRS or state notices received
Key Deadlines
Dates to keep on your radar
These are the deadlines that apply in a typical year. Exact dates shift when a deadline falls on a weekend or holiday, and disaster relief or elections can change them — we will always confirm the dates that apply to you.
January 31
W-2s and 1099s due to recipients and, in most cases, to the IRS.
March 15
Filing deadline for partnerships (Form 1065) and S-corporations (Form 1120-S), or file an extension.
April 15
Filing deadline for individuals (Form 1040) and C-corporations (Form 1120); first-quarter estimated payment due.
September 15
Extended deadline for partnership and S-corporation returns.
October 15
Extended deadline for individual returns.
Submit Securely
Send your documents the safe way
Tax documents contain some of your most sensitive information. Please send them through our encrypted ShareFile portal rather than by email or mail.
- 1Log in to our secure ShareFile portal from any device.
- 2Upload your documents into the folder we have shared with you.
- 3We are notified automatically and begin reviewing what you sent.
- 4We follow up through the portal if anything is missing.
How MSM Advisors helps
We are not a once-a-year tax shop. Our team works with you year-round so filing season is the calm result of good planning — not a scramble.
- Proactive, year-round tax planning to reduce what you owe
- Careful preparation that captures every deduction and credit
- A clear list of exactly what we need from you
- IRS and state representation if questions ever arise
Explore our tax services to see how we support you all year long.
Have questions before you file?
Book a consultation and we will help you get organized, plan ahead, and file with confidence this tax season.
Free 30-minute consultation · No obligation · For businesses with $250K+ in annual revenue