Helpful resources

Start with a simple checklist.

Use these general resources as a starting point before your tax preparation appointment. Your requirements depend on your tax year and personal circumstances.

Free PDF checklist

Your Tax Preparation Checklist — BMW Tax Services

A one-page guide to identification and basic information, income documents, self-employment records, potential deductions and credits, prior-year information, and questions to discuss with a tax professional.

Download the checklist

General guidance only, not an exhaustive document list or tax advice. The appropriate records depend on your situation and the tax year.

Official tax references

IRS: Get ready to file your taxes
IRS: What records should a business keep?
IRS: Estimated taxes
Ohio Department of Taxation: Individual tax filing
Ohio Department of Taxation: Forms and instructions

Please do not email Social Security numbers, tax returns, bank account details, or other sensitive financial information through the general contact form.

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