The nature of our work requires us to collect certain nonpublic personal information about you from various sources. We collect financial and personal information from applications, worksheets, reporting statements, and other forms, as well as interviews and conversations with our clients and affiliates. We may also review banking and credit card information about our clients in the performance of receipt of payment. Under our policy, all information we obtain about you will be provided by you or obtained with your permission.

Our firm has procedures and policies in place to protect your confidential information. We restrict access to your confidential information to those within our firm who need to know in order to provide you with services. We will not disclose your personal information to any third party without your express permission, except where required by law. We maintain physical, electronic, and procedural safeguards in compliance with federal regulations that protect your personal information from unauthorized access.

Please contact us with any questions regarding our privacy policy.

Tax Prep Checklist

Get Ready for a Smooth & Stress-Free Tax Season
Welcome to AI Tax Consulting PLLC! To help us prepare your tax return accurately and efficiently, we’ve put together this simple checklist of items you may need. Don’t worry if you’re missing something — we’ll guide you through it!

👤 Basic Info (For New Clients)

• A copy of last year’s tax return (if available)

• Photo ID

• Filing status and any changes (marriage, divorce, dependents)

• Your preferred contact info and how you’d like to receive your refund (e.g., direct deposit or mailed check)

💼 Income Sources

Please gather any tax forms or summaries related to:

• W-2 income from employers

• 1099 forms for freelance or contract work

• Bank interest, stock sales, dividends, or crypto activity

• Unemployment income, Social Security, or retirement income

• Rental property income or pass-through business income (K-1s)

🧾 Business or Self-Employment (Schedule C)

• Income summary or 1099s received

• Business expense summary

• Home office square footage and total home size

• Vehicle mileage log (business vs. total miles)

• Equipment or asset purchases (over $2,500)

🏠 Real Estate

• Form 1099-S for home sales

• Closing disclosure or HUD statement

• Property tax statements

• Mortgage interest (Form 1098)

💸 Deductions & Credits

These help reduce your tax bill — please include what applies:

• Mortgage interest or property taxes

• Student loan interest

• Childcare expenses

• Education expenses (tuition payments)

• Charitable donations

• Medical expenses (if significant)

• Health Savings Account (HSA) contributions

• Retirement contributions (IRA, SEP, etc.)

💬 Other Helpful Items

• Any IRS or state letters you received

• Any estimated tax payments made during the year

• Cryptocurrency transactions

• Foreign income or assets (Form 8938 / FBAR)

• Moving for work, major life changes, or questions? Let us know!

🧠 Not Sure What Applies?

That’s what we’re here for. It’s okay if you don’t have everything right away — just bring what you do have, and we’ll walk you through the rest.

📍AI Tax Consulting PLLC – Your trusted tax advisor in Stafford & Fredericksburg
Let’s make tax season easy this year.