Personal tax records
For an individual or family return, including investment, retirement, and property activity.
All return typesRecords to gather
Personal tax records
Provide every item that applies to your return. If an item is unavailable or uncertain, identify it before preparation begins.
Ticks are saved only in this browser. Nothing is sent to GHL.
Complete. Accurate. Organized.
GHL cannot complete a return until the required information is complete and accurate. Check every item that applies, and identify anything unavailable or uncertain before submitting your records.
- Complete
- Include every applicable tax form, statement, notice, and supporting record.
- Accurate
- Confirm names, tax IDs, totals, dates, ownership, and payment amounts.
- Organized
- Label files by tax year, taxpayer or entity, account, and document type.
Tax preparation fees assume usable records.
Bookkeeping services are available when needed and are billed separately. Time required to organize, reconcile, reconstruct, research, or locate missing information is outside standard return preparation and may increase the final cost.
- Bookkeeping and cleanup
- Recording transactions, correcting accounts, or completing unfinished books.
- Reconciliation and reconstruction
- Resolving differences or rebuilding activity from statements and source documents.
- Missing-information follow-up
- Repeated requests, research, or time spent locating and organizing necessary data.