Houston Tax Preparation for W-2 & 1099: What to Bring + Common Deductions

If you’re filing taxes in Houston with a W-2, 1099, or both, being prepared can save you time, reduce stress, and help you avoid missing deductions.

Below is a simple checklist of what to gather before your appointment, plus a few common deductions people often forget.

Who this guide is for

• W-2 employees

• 1099 contractors / gig workers (Uber, DoorDash, freelance, etc.)

• Anyone who moved, changed jobs, or had major life changes this year

Tax prep checklist: what to bring

Identity & household

• Photo ID

• Social Security numbers (or ITIN) for you, spouse, and dependents

• Bank account and routing number (for direct deposit)

Income documents

• W-2s from all employers

• 1099-NEC / 1099-K / 1099-MISC (contract work, platforms, side income)

• Unemployment (1099-G), interest/dividends (1099-INT/1099-DIV), retirement distributions (1099-R)

Expenses & deductions (especially for 1099)

• Mileage totals (business miles) and/or vehicle expense records

• Phone/internet used for work (business portion)

• Supplies, software subscriptions, and equipment

• Home office details (if eligible)

• Health insurance premiums (self-employed)

• Estimated tax payments made during the year

Credits & other items

• Childcare expenses (provider name, address, EIN/SSN)

• Education forms (1098-T) and student loan interest (1098-E)

• Mortgage interest (1098) and property taxes

• Charitable donations receipts

Common deductions people miss

• Self-employed health insurance (if you qualify)

• Business use of your car (mileage)

• Business software and subscriptions

• Work-related education and certifications

• Retirement contributions (IRA/SEP IRA)

When to book your tax appointment

If you have multiple income sources (W-2 + 1099), moved states, started contract work, or want help planning for next year’s taxes, it’s best to book early.

Need help with your Houston tax return?

Sou Bookkeeping and Tax Services helps Houston individuals file accurately and confidently — including W-2 and 1099 returns.

Book online or contact us to get started.