Resources
Tax & Financial Resources
Helpful links to official sources and a general checklist to help you prepare. External links open in a new tab and are provided for convenience.
Official Resources
External links are provided for convenience. Rachelle's Tax Service does not control third-party websites.
Get Prepared
General Individual Tax Checklist
A starting point for the information commonly relevant to an individual tax return. We will let you know what additional information may be needed for your specific situation.
What to Gather
- W-2 forms
- 1099 forms
- Identification
- Prior-year return if available
- Dependent information
- Applicable income records
- Deductible expense documentation
- Applicable education records
- Applicable healthcare tax forms
- Business income/expense records if self-employed
Important Security Reminder
Never send Social Security numbers, bank account credentials, passwords, or sensitive tax documents through the general contact form or ordinary unsecured email. Use the approved secure document process when provided.
Let's Talk
Ready To Make Taxes Feel More Manageable?
Start with a conversation about your situation and the type of support you need.