Your Essential Tax Preparation Guide for Houston Residents

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

This guide is designed for:

• W-2 employees

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

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

  
  

Tax Prep Checklist: What to Bring

Identity & Household

• Photo ID: Bring a valid identification.

• Social Security Numbers: Have the Social Security numbers (or ITIN) for yourself, your spouse, and any dependents.

• Bank Account Information: Include your bank account and routing number for direct deposit.

  
  

Income Documents

• W-2 Forms: Collect W-2s from all employers.

• 1099 Forms: Gather 1099-NEC, 1099-K, or 1099-MISC for contract work, platforms, or side income.

• Other Income: Include unemployment (1099-G), interest/dividends (1099-INT/1099-DIV), and retirement distributions (1099-R).

  
  

Expenses & Deductions (Especially for 1099)

• Mileage Totals: Document your business miles and/or vehicle expense records.

• Phone/Internet Costs: Keep records of the business portion of your phone and internet usage.

• Supplies and Equipment: List any supplies, software subscriptions, and equipment used for work.

• Home Office Details: If eligible, provide information about your home office.

• Health Insurance Premiums: Include premiums if you are self-employed.

• Estimated Tax Payments: Record any estimated tax payments made during the year.

  
  

Credits & Other Items

• Childcare Expenses: Document provider name, address, and EIN/SSN.

• Education Forms: Bring 1098-T for education and 1098-E for student loan interest.

• Mortgage Interest and Property Taxes: Include your 1098 for mortgage interest and property tax records.

• Charitable Donations: Keep receipts for any charitable donations made.

  
  

Common Deductions People Miss

Many individuals overlook valuable deductions. Here are some common ones:

• Self-Employed Health Insurance: If you qualify, this can be a significant deduction.

• Business Use of Your Car: Don’t forget to claim mileage for business-related travel.

• Business Software and Subscriptions: These can often be deducted.

• Work-Related Education and Certifications: Keep track of any relevant educational expenses.

• Retirement Contributions: Contributions to an IRA or SEP IRA can also provide tax benefits.

  
  

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. Early preparation can lead to a smoother filing process and help you maximize your deductions.

Need Help with Your Houston Tax Return?

Sou Bookkeeping and Tax Services helps individuals in Houston file accurately and confidently — including W-2 and 1099 returns. We aim to be your trusted financial partner, helping you achieve clarity and peace of mind.

Book online or contact us to get started. Don’t hesitate to reach out for assistance with your tax preparation needs. Together, we can simplify your finances and maximize your savings opportunities.