What Documents Do You Need to File Your Personal Taxes?

The documents you need to file your personal taxes: ID, W-2s and 1099s, deduction and credit records, health coverage forms and direct deposit details.

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Tax Services — Personal and small business tax preparation in White Plains, NY. Individual, LLC, S corp and partnership returns, IRS notices and amended returns.
Tax Tools — Free tax calculators, a deadline countdown, a document checklist and a deduction finder from London's Tax Services. No signup required.
Tax Planning — Tax planning in White Plains and Westchester for business owners, high earners and families: S corp, PTET, retirement and year-end moves. 4.9 stars. Free call.
Tax Planning NYC — NYC tax planning for business owners, freelancers and high earners: city income tax, UBT, S corps and the General Corporation Tax, PTET, residency. Free call.
Bookkeeping — Monthly bookkeeping, payroll and tax-ready reports for small businesses across Westchester, Rockland and the Bronx. Clean books, no surprises.
Catch Up Bookkeeping — Behind on your books? Catch-up bookkeeping for Westchester, Bronx and NYC businesses from our White Plains office. Most cost $500 to $3,000, quoted up front.
Bookkeeper In A Box — Online DIY bookkeeping membership: guided monthly books, a budget tool, year-end reports and a setup call with our team. $29.99/mo or $330/yr.
Workshops — Free financial literacy and small business tax workshops across Westchester, the Bronx and Rockland County, hosted by London's Tax Services.
Contact — Contact London's Tax Services, 75 South Broadway, 4th Flr, White Plains, NY 10601. Call (646) 917-7714 or book a free 15 minute consultation online.
Founder — Vivian London founded London's Tax Services, now in White Plains, NY, with over 20 years of tax strategy experience across Westchester and the Bronx.
About — London's Tax Services is a White Plains, NY tax, bookkeeping and payroll firm founded by Vivian London, serving Westchester and the Bronx.
Success Stories — Five client stories: a home daycare, an HVAC contractor, a landscaper, a real estate partnership and a wellness studio, and what changed for each.
Insights — Plain-English tax guidance for New York individuals and small business owners from London's Tax Services in White Plains, NY.
Year Round Tax Planning Article — Why quarterly tax reviews and continuous expense tracking beat the year-end scramble: smarter estimated taxes, cleaner books and no surprises in April.
One Big Beautiful Bill Article — The One Big Beautiful Bill Act (H.R. 1), signed July 4, 2025, explained in plain English: the tax cuts, the spending changes and what they mean for you.
Q4 Tax Mistakes Article — Five fourth-quarter tax mistakes that cost small business owners thousands, from skipped estimated payments to waiting until December, and how to avoid them.
Nyc Small Business Tax Checklist Article — A 2026 tax planning checklist for NYC small businesses: deadlines, estimated payments, deductions, PTET, city-specific taxes and the year-end moves to make.
Refund Timeline Article — Why the IRS 21-day refund timeline is not guaranteed, the five things that delay a tax refund, and how to get your 2025 refund as fast as possible.
Salt Deduction Refund Article — How the higher SALT deduction cap could add thousands to 2026 tax refunds for New York filers, with a $100,000 income example and when to expect your refund.
Choose Tax Preparer Article — What to look for in a tax preparation service near you: experience and credentials, personal service, year-round availability, reviews and data security.
Personal Tax Documents Article — The documents you need to file your personal taxes: ID, W-2s and 1099s, deduction and credit records, health coverage forms and direct deposit details.
Seniors Tax Prep Article — Tax preparation for seniors: when Social Security is taxable, required minimum distributions, the extra standard deduction, medical expenses and free help.
Small Business Tax Prep Guide Article — Prepare your small business taxes step by step: organize records, pick the right form, find deductible expenses, then handle self-employment and quarterly tax.
Find Tax Professional Article — How to find a qualified tax professional near you: the types of preparers, how to verify credentials and a PTIN, the questions to ask and red flags to avoid.
Free Tax Prep Article — Who qualifies for free tax preparation: IRS Free File, VITA, TCE for seniors and New York State Free File, plus when paying a professional is worth it.
Tax Prep Apps Article — TurboTax, H&R Block, TaxAct, FreeTaxUSA and Cash App Taxes compared, plus the situations where a tax app is not enough and a professional pays for itself.
Post Filing Guide Article — What to do after you file: track your refund, handle IRS letters calmly, amend with Form 1040-X, keep the right records and get next year started early.
Tax Prep Cost Article — What tax preparation costs in 2026 for New York individuals and small businesses, what drives the price, how preparers charge, and how planning saves more.
Tax Documents Checklist Article — A free 2026 tax preparation checklist: every document individuals and small business owners need to file, from income forms to deduction records.
Bookkeeper Cost Article — How much does a bookkeeper cost for a small business? Real 2026 monthly rates by size, hourly fees, NY metro prices, and a $29.99 DIY option.
When To Hire Bookkeeper Article — When to hire a bookkeeper for your small business: 7 signs it is time, the transaction and hours thresholds that matter, and why fall beats January.
Small Business Tax Deductions Article — Small business tax deductions for 2026: what OBBBA changed, the write-offs owners always miss, what is expiring, and the moves to make before December 31.
Year End Tax Planning Checklist Article — The 2026 year-end tax planning checklist for New York owners and families: 15 moves before December 31, with the new SALT, charity and 401(k) rules.
Tax Planning Cost Article — How much tax planning costs in 2026: typical fees for one-time plans, subscriptions and hourly advice in New York, plus the math on whether it's worth it.
S Corp Tax Savings Article — When an S corp saves money in New York: the self-employment tax math, reasonable salary, and why NYC's General Corporation Tax changes the answer.
High Income Tax Planning Article — Tax planning for high income earners in New York: the 2026 SALT phase-down, PTET, retirement, charitable, equity comp and residency strategies that still work.
Self Employed Tax Planning Article — Tax planning for self-employed New Yorkers: estimated taxes, solo 401(k) vs SEP, when an S corp pays, the NYC UBT and MCTMT, and deductions freelancers miss.
Ny Ptet Guide Article — New York PTET explained: how the pass-through entity tax beats the SALT cap, who should elect, rates, the March 15 deadline, and the NYC PTET.
Video Blog — Short tax lessons on video: deductions, deadlines, bookkeeping and IRS questions explained in plain English by London's Tax Services.
Mid Year Guide — A free guide from London's Tax Services covering six money moves to make in the middle of the tax year, before the options close on 31 December.
Tax Preparation Mount Vernon — Mount Vernon tax preparation from a local firm with 20+ years of experience and a 4.9 star Google rating. Personal and small business returns.
Accountant Yonkers — Yonkers tax preparation, planning and bookkeeping. We handle the Yonkers resident surcharge and nonresident earnings tax correctly. 20+ years.
Tax Preparation New Rochelle — New Rochelle tax preparation and planning for families, professionals and small business owners. 20+ years and a 4.9 star Google rating.
Bookkeeping Bronx — Bronx bookkeeping, payroll and tax preparation. NYC resident tax, the Unincorporated Business Tax and city credits handled correctly.
Accountant Pelham — Pelham and Pelham Manor tax preparation and planning for homeowners, commuters and business owners. 20+ years, 4.9 star Google rating.
Tax Preparation Bronxville — Bronxville tax preparation and planning for households with investment income, equity compensation and property. 20+ years, 4.9 stars.
Accountant Eastchester — Eastchester and Tuckahoe tax preparation, planning and bookkeeping for families and local businesses. 20+ years, 4.9 star Google rating.
Tax Preparation White Plains — Tax preparation, tax planning, bookkeeping and payroll in White Plains, NY, from our office at 75 South Broadway. 20+ years, 4.9 star Google rating.