A clean tax file starts with the right records. Use this checklist before calling Noble about W-2, 1099, self-employed, family, or small business tax preparation.
Gather photo ID, Social Security or taxpayer identification details, W-2s, 1099s, retirement statements, unemployment forms, dependent details, education forms, health insurance forms if applicable, and any IRS or state letters received during the year.
Also collect prior-year return copies if you changed tax preparers or missed a year. Prior returns help confirm carryovers, dependent history, business activity, and filing patterns.
Self-employed clients should gather 1099-NEC, 1099-K, cash-app or payment processor summaries, bank deposits, mileage records, supplies, equipment, contractor payments, phone or internet details, and home office facts where relevant.
Do not mix personal estimates into business records without notes. Clean categories make it easier to quote the file and avoid needless back-and-forth.
Small business owners should collect bookkeeping reports, bank statements, loan statements, payroll records, contractor forms, sales tax records if applicable, entity documents, EIN letter, ownership details, and any prior business returns.
If the books are not ready, Noble may start with record cleanup or a missing-record checklist before tax preparation moves forward.
Call Noble at (863) 361-4493 with the basic file type and year. Sensitive tax records should move through a secure portal only after the right intake path is confirmed.