Use the checklist below to gather your documents. If a section doesn't apply to you, simply skip it.
Upload documents to the secure link sent in your email.
Upload what you have. Once we've reviewed your documents, we'll reach out for anything additional we need — so there's no need to guess what's missing. If you're unsure whether something is relevant or deductible, upload it anyway and let us evaluate it.
Please provide the following for your individual income tax return. Upload everything that applies to you.
Physical-presence dates matter most if you are a non-U.S. citizen, green-card holder, visa holder, or recently moved to or from the U.S.
Statements from all banks and financial institutions, including:
Small amounts still count, even if you didn't receive a tax form.
For every brokerage / investment account:
If you traded frequently, send the complete annual brokerage statement or transaction report — not just the summary page.
Please also identify any transactions that occurred outside U.S. exchanges.
For each rental property:
The annual property-management statement or an income-and-expense summary is the most helpful single document for each property.
If you own or operate a business, provide this for each business or entity. (Owners of a separate entity, see the Business tab as well.)
Business income must be reported even if you didn't receive a 1099. The 2025 IRS standard business mileage rate is 70 cents per mile.
Please provide K-1s even if the entity did not distribute cash to you.
For any real estate purchased or sold during 2025:
For non-cash donations, include descriptions and valuations where available.
Documentation for any significant expense that may have tax implications:
If you're unsure whether an expense is deductible, upload it anyway and let us evaluate it.
Please tell us about foreign accounts and assets even if you didn't receive a tax form — additional U.S. information-reporting requirements may apply.
Let us know if any of these occurred:
Your complete 2024 federal and state returns, including:
Especially important for carryforwards and items that continue from prior years.
Please also tell us:
Before you submit, confirm you've covered the following (for your own reference — this isn't submitted anywhere).
Please provide the following for your 2025 business tax return and year-end books — whether you operate as a sole proprietorship / single-member LLC, partnership, S corporation, or C corporation. Upload everything that applies to your entity.
If we handle your bookkeeping, we'll pull most of this ourselves — just confirm access.
Business income must be reported even if you didn't receive a 1099.
Skip this section if your business doesn't hold inventory.
Please tell us about any foreign activity even if you didn't receive a tax form — additional U.S. information-reporting requirements may apply.
Not sure if you qualify? Just describe what you do — we'll let you know if it's worth a closer look.
Let us know if any of these occurred:
Before you submit, confirm you've covered the following (for your own reference — this isn't submitted anywhere).
Please provide the following for your startup’s tax return and books — whether you’re pre-revenue, bootstrapped or venture-funded. Upload everything that applies; skip what doesn’t.
If you filed an 83(b) election, please send the stamped copy or mailing receipt — it’s easy to lose and hard to replace.
If we handle your bookkeeping, we’ll pull most of this ourselves — just confirm access.
Early-stage companies often qualify for R&D tax credits. Share what your team works on and we’ll tell you whether it’s worth a closer look.
Please tell us about any foreign activity even if you didn’t receive a tax form — additional U.S. information-reporting requirements may apply.
Before you submit, confirm you’ve covered the following (for your own reference — this isn’t submitted anywhere).
Upload even if you're unsure. It's better for us to review a document and decide how it's treated than to leave out something potentially relevant. After our review, we'll contact you for any additional information we need.
Never send passwords, bank login credentials or other account-access credentials — by email, in the portal, or otherwise.
Email us at info@kuberaadvisorygroup.com and your relationship manager will help.
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