Lucita's Accounting Firm Inc. •

Checklist of documents to bring (or have ready) when filing your 2025 taxes as an Uber, Lyft, DoorDash, Instacart, Grubhub, or any delivery/rideshare 1099-NEC gig worker with a professional tax preparer like Lucita Accounting Firm.

You are considered self-employed (independent contractor), so you’ll report income on Schedule C (Profit or Loss from Business) and pay self-employment tax (Social Security + Medicare). Even if you don’t receive every 1099 form, you must report all income — the IRS gets copies of what platforms send!

Not every item applies to everyone — bring what you have, and we’ll maximize deductions (especially mileage — often your biggest write-off!).

1. Personal & Basic Identification

• Government-issued photo ID (driver’s license, state ID, passport).

• Social Security card or official SSN/ITIN verification.

• Bank account & routing numbers (for direct deposit of your refund).

• Prior year’s tax return (2024 Form 1040 + Schedule C — helps with carryovers & accuracy).

2. Income Documents (All Earnings from Gig Platforms in 2025)

• Form 1099-NEC — from Uber, Lyft, DoorDash, Instacart, Grubhub, etc. (issued if $600+ in bonuses, referrals, promotions, non-ride earnings, or nonemployee compensation).

• Form 1099-K — from platforms (reports gross customer payments; threshold often $20,000 + 200 transactions in 2025 — check your app’s tax center).

• Annual Tax Summary / Earnings Report — download from each app (Uber Tax Center, Lyft Tax Info, DoorDash Earnings, Instacart Tax Documents, etc.). This shows total gross earnings, tips, fees, bonuses — crucial even without a 1099!

• Bank statements or payment app records (PayPal, Venmo, Cash App) showing deposits from gig work (if no 1099 issued).

• Any other 1099s (e.g., 1099-MISC if applicable).

Important: Report ALL income — even cash tips, direct payments, or earnings under thresholds. Platforms report to IRS, so we match everything.

3. Expense & Deduction Documentation (These Lower Your Taxable Income!)

Mileage & Vehicle Expenses (biggest deduction for drivers/delivery — choose standard mileage or actual expenses):

• Detailed mileage log (date, start/end location, business miles, purpose — app exports or apps like Stride, Hurdlr, MileIQ work great).

• Total business miles driven in 2025 (platform summaries often provide this).

• If using actual expenses instead: receipts for gas, oil changes, tires, repairs, car insurance, registration, car wash, depreciation info (purchase/lease docs).

Other Common Gig Deductions (bring proof!):

• Phone & internet bills (business portion — e.g., data used for apps).

• Car-related fees (tolls, parking, Uber/Lyft platform fees deducted from pay).

• Car maintenance & repairs receipts.

• Car insurance statements (business use portion).

• Supplies (delivery bags, hot bags, phone mount, safety items).

• Health insurance premiums (if self-employed and paying your own).

• Home office (if you use part of your home for admin — rare but possible; square footage proof).

• Receipts for any business-related purchases (snacks/water for long shifts if deductible, professional fees).

4. Other Key Items

• Records of quarterly estimated tax payments made (Form 1040-ES vouchers or online confirmations — avoids underpayment penalties).

• Any IRS or state notices/letters received in 2025.

• If you have other income (W-2 job, side gigs) — bring those docs too.

• Access to your app accounts or PDFs/screenshots of earnings (upload via our secure client portal).

Pro Tip from Lucita Accounting Firm:
Gig workers like Uber/Lyft/DoorDash drivers often overpay taxes because they miss mileage deductions — accurate logs can save thousands! Organize digitally (scans/photos/PDFs from apps) and upload everything to our portal before your appointment. No log?

We can help reconstruct using platform data + bank records.

Welcome to Lucita Accounting Firm – Your Trusted Partner in Financial Success

Led by Dr. Lucita Simervil, PhD, with over 23 years of experience, Lucita Accounting Firm has proudly served more than 1,500 clients across Atlanta, Marietta, and nationwide. We specialize in delivering personalized, reliable accounting and tax solutions that help individuals and businesses thrive—whether you’re a small business owner, trucking company, immigrant entrepreneur, or simply need expert tax guidance.

Our dedicated team is committed to maximizing your refunds, minimizing your liabilities, and providing year-round support so you can focus on what matters most—growing your business and securing your future.

Pick the Service That’s Best for You
Book your consultation today and let us tailor the perfect plan:

• Comprehensive Tax Preparation & Planning – Individual and business taxes, maximizing deductions, year-round tax strategies, and expert filing to ensure you keep more of what you earn.

• Professional Bookkeeping – Accurate, organized financial records that give you clear insights into your business performance.

• Business Advisory & Consulting – Strategic guidance to help your business grow, including specialized services for trucking companies and small businesses.

• Tax Consultation (30-Minute Sessions) – Quick, focused advice to address your specific questions, resolve issues, or plan ahead for tax season.

Whether you’re preparing for tax season, need ongoing bookkeeping support, or want to explore ways to optimize your finances, we’re here to make the process simple, secure, and stress-free—everything handled confidently through our client portal.

Checklist of documents to bring (or have ready) when filing your 2025 federal income taxes (covering the 2025 tax year, filed in 2026) with a professional tax preparer like Lucita Accounting Firm. Bringing these helps ensure an accurate return, maximizes your deductions/credits, and speeds up the process.

This list is based on IRS guidelines and common requirements for individual and small business filers. Not everything applies to everyone—bring what you have, and your tax pro can guide you on specifics (e.g., for trucking businesses, self-employment, or immigrant-related situations).

1. Personal Identification & Basic Information

• Government-issued photo ID (e.g., driver’s license, state ID, passport, or military ID) for you and your spouse (if filing jointly).

• Social Security cards or official SSN/ITIN verification letters for you, your spouse, and all dependents (or ITIN assignment letters if applicable).

• Full names, dates of birth, and addresses for everyone on the return.

• Bank account and routing numbers (for direct deposit of your refund—highly recommended).

2. Income Documents (All Forms Reporting Money You Received in 2025)

• W-2 forms from every employer (wages, salaries, tips).

• 1099-NEC or 1099-MISC (non-employee compensation, freelance, contract work, or miscellaneous income).

• 1099-K (from payment apps, online marketplaces, or gig economy platforms like Uber, DoorDash, etc.).

• 1099-INT (interest income from banks/savings).

• 1099-DIV (dividends from investments).

• 1099-B (proceeds from broker transactions, stock sales, crypto, etc.).

• 1099-G (unemployment benefits, state tax refunds, or certain government payments).

• 1099-R (distributions from pensions, IRAs, annuities, or retirement plans).

• SSA-1099 (Social Security benefits).

• Other income records (e.g., rental income statements, alimony received, gambling winnings on W-2G).

3. Deductions & Credits Documentation

• Form 1098 (mortgage interest paid on home loans).

• Form 1098-T (tuition payments for education credits).

• Form 1098-E (student loan interest paid).

Checklist of documents to bring (or have ready) when filing your 2025 business taxes (covering the 2025 tax year, filed in 2026) with a professional tax preparer like Lucita Accounting Firm. This applies to small businesses, including sole proprietors (Schedule C), single-member LLCs, partnerships (Form 1065), S corporations (Form 1120-S), C corporations (Form 1120), and specialized operations like trucking companies.

Not every item applies to every business—your tax pro will tailor it to your entity type (e.g., Schedule C for sole proprietors, separate returns for corporations). Bring what you have, and we’ll help fill in any gaps, often by pulling IRS transcripts or advising on next steps.

1. Business & Personal Identification

• Employer Identification Number (EIN) confirmation letter from the IRS (or your SSN if sole proprietor without EIN).

• Business legal name, address, and structure (e.g., sole prop, LLC, S corp, C corp, partnership).

• Articles of organization/incorporation, operating agreement, bylaws, or partnership agreement (especially for LLCs, partnerships, S corps, or C corps).

• Copy of IRS S election approval (Form 2553 acceptance letter) if applicable.

• Government-issued photo ID (driver’s license, passport, etc.) for the owner(s)/principal(s).

• Prior year’s business tax return (e.g., Schedule C from 2024 Form 1040, Form 1065, 1120, or 1120-S) — crucial for carryovers and accuracy.

2. Income Documents (All Records of Money Received in 2025)

• 1099-NEC and 1099-MISC forms (non-employee compensation, freelance, contract payments).

• 1099-K forms (from payment processors, apps like PayPal/Stripe, online marketplaces, or gig platforms).

• All sales invoices, receipts, or records of gross receipts/revenue (from accounting software, POS systems, or bank deposits).

• Bank statements showing all business income deposits.

• Form 1099-INT, 1099-DIV, or other investment income related to the business.

• Records of any other income (e.g., rental income from business property, refunds, or reimbursements).

3. Expense & Deduction Documentation (Proof for Every Deductible Business Expense)

• Bank and credit card statements (all 12 months) for business accounts — highlight or categorize expenses.

• Receipts, invoices, and canceled checks for major expenses (e.g., supplies, advertising, utilities, rent, insurance, professional fees).

• Mileage logs or vehicle expense records (especially critical for trucking companies — include dates, miles, purpose, fuel receipts, tolls, repairs, insurance, registration).

• Home office details if claimed (square footage of office vs. home, utility bills, mortgage interest, property taxes, or simplified method calculation).

• Payroll records if you have employees (W-2s issued, payroll summaries, Forms 941/944/940 filed, state unemployment filings).

• Depreciation schedules or records of fixed asset purchases (equipment, vehicles, computers — include cost, date placed in service).

• Business use percentage records for shared assets (e.g., cell phones, internet).

• Health insurance premiums paid for self-employed owners (if claiming deduction).

• Retirement contributions records (e.g., SEP-IRA, SIMPLE IRA).

4. Other Key Items

• Profit and loss statement (year-end) and balance sheet (if available from your bookkeeping).

• General ledger or detailed trial balance (if you use accounting software like QuickBooks).

• Any 1099s you issued (e.g., copies of 1099-NEC/MISC you sent to contractors).

• Estimated tax payments made (Form 1040-ES for sole props, or corporate estimated payments).

• Payroll tax forms filed (e.g., Forms 941, 940, state equivalents).

• Any IRS or state notices/letters received in 2025 or prior years.

• Books of account or access to your accounting software/portal (many pros can review digitally via secure upload).

Pro Tip from Lucita Accounting Firm:
For trucking or transportation businesses, prioritize detailed mileage/fuel logs, IFTA reports, toll receipts, and vehicle maintenance records — these often unlock significant deductions. Organize digitally (scans, photos, or exports) and upload via our secure client portal for faster service. Missing items? We can guide you or reconstruct where possible.

Checklist of documents to bring (or have ready) when filing your 2025 business taxes (covering the 2025 tax year, filed in 2026) with a professional tax preparer like Lucita Accounting Firm. This applies to small businesses, including sole proprietors (Schedule C), single-member LLCs, partnerships (Form 1065), S corporations (Form 1120-S), C corporations (Form 1120), and specialized operations like trucking companies.

Not every item applies to every business—your tax pro will tailor it to your entity type (e.g., Schedule C for sole proprietors, separate returns for corporations). Bring what you have, and we’ll help fill in any gaps, often by pulling IRS transcripts or advising on next steps.

1. Business & Personal Identification

• Employer Identification Number (EIN) confirmation letter from the IRS (or your SSN if sole proprietor without EIN).

• Business legal name, address, and structure (e.g., sole prop, LLC, S corp, C corp, partnership).

• Articles of organization/incorporation, operating agreement, bylaws, or partnership agreement (especially for LLCs, partnerships, S corps, or C corps).

• Copy of IRS S election approval (Form 2553 acceptance letter) if applicable.

• Government-issued photo ID (driver’s license, passport, etc.) for the owner(s)/principal(s).

• Prior year’s business tax return (e.g., Schedule C from 2024 Form 1040, Form 1065, 1120, or 1120-S) — crucial for carryovers and accuracy.

2. Income Documents (All Records of Money Received in 2025)

• 1099-NEC and 1099-MISC forms (non-employee compensation, freelance, contract payments).

• 1099-K forms (from payment processors, apps like PayPal/Stripe, online marketplaces, or gig platforms).

• All sales invoices, receipts, or records of gross receipts/revenue (from accounting software, POS systems, or bank deposits).

• Bank statements showing all business income deposits.

• Form 1099-INT, 1099-DIV, or other investment income related to the business.

• Records of any other income (e.g., rental income from business property, refunds, or reimbursements).

3. Expense & Deduction Documentation (Proof for Every Deductible Business Expense)

• Bank and credit card statements (all 12 months) for business accounts — highlight or categorize expenses.

• Receipts, invoices, and canceled checks for major expenses (e.g., supplies, advertising, utilities, rent, insurance, professional fees).

• Mileage logs or vehicle expense records (especially critical for trucking companies — include dates, miles, purpose, fuel receipts, tolls, repairs, insurance, registration).

• Home office details if claimed (square footage of office vs. home, utility bills, mortgage interest, property taxes, or simplified method calculation).

• Payroll records if you have employees (W-2s issued, payroll summaries, Forms 941/944/940 filed, state unemployment filings).

• Depreciation schedules or records of fixed asset purchases (equipment, vehicles, computers — include cost, date placed in service).

• Business use percentage records for shared assets (e.g., cell phones, internet).

• Health insurance premiums paid for self-employed owners (if claiming deduction).

• Retirement contributions records (e.g., SEP-IRA, SIMPLE IRA).

4. Other Key Items

• Profit and loss statement (year-end) and balance sheet (if available from your bookkeeping).

• General ledger or detailed trial balance (if you use accounting software like QuickBooks).

• Any 1099s you issued (e.g., copies of 1099-NEC/MISC you sent to contractors).

• Estimated tax payments made (Form 1040-ES for sole props, or corporate estimated payments).

• Payroll tax forms filed (e.g., Forms 941, 940, state equivalents).

• Any IRS or state notices/letters received in 2025 or prior years.

• Books of account or access to your accounting software/portal (many pros can review digitally via secure upload).

Pro Tip from Lucita Accounting Firm:
For trucking or transportation businesses, prioritize detailed mileage/fuel logs, IFTA reports, toll receipts, and vehicle maintenance records — these often unlock significant deductions. Organize digitally (scans, photos, or exports) and upload via our secure client portal for faster service. Missing items? We can guide you or reconstruct where possible.

Here’s a short, clear list of what clients typically need to prepare for your 20-minute free immigration consultation (followed by $100 per additional time):

What to Bring / Have Ready

1 Passport (current + any old ones)