Preparing for tax season doesn’t have to be stressful when you have a clear checklist of everything you need. Many taxpayers delay their appointments simply because they’re unsure which documents to bring. At Triple Sevyn Tax Services LLC, we help Stone Mountain, Lithonia, and Metro Atlanta residents simplify the process by ensuring you’re fully prepared before you arrive.
For 2025, the most essential documents include income forms such as W-2s, 1099s, unemployment statements, Social Security forms, investment income, and any self-employment earnings. You’ll also need identification for yourself and all dependents, proof of address, and any major life-event paperwork such as marriage, divorce, home purchases, or new baby documentation. The more organized you are, the more accurate your return will be—and the faster you’ll receive your refund.
Deductions often require additional records. Bring receipts for childcare expenses, medical costs, education payments, charitable donations, and business expenses if you’re self-employed. Homeowners should bring mortgage interest statements, property tax bills, and closing documents if they bought a home in 2024. Our goal is to make your tax appointment quick, smooth, and profitable—helping you maximize your refund with no stress.