IMPORTANT INFORMATION TO COMPLETE A TAX RETURN - WHAT TO BRING:

IDENTIFICATION DOCUMENTS

California ID or Driver’s License (for Fast Refund).
For new clients only: Social Security cards or last year tax return and dependent’s date of birth.

 

 

 

 

INCOME
  • W-2 forms (all)
  • 1099 Misc forms (all)
  • Interest income statement from bank accounts
  • State refund form from last year form 1099-G
  • Unemployment compensation form 1099-G
  • Social security benefits form SSA-1099
  • Self-employment income, gross receipts from sales or services, sales records, bank statements.
  • Gambling and lottery winnings form W-2G
  • Pension or IRA distribution form 1099-R
  • Rental Income records
  • Income sale of stocks or other property form 1099-B, 1099-S
EXPENSES DOCUMENTS (if applicable)
  • Medical and dental expenses including health insurance.
  • Mortgage Interest form 1098
  • Escrow documents (for new home owners only)
  • Property taxes
  • DMV registration renewal
  • Charitable contributions
  • Job and related expenses (uniforms, shoes, union dues, tools, etc.).
  • Total miles driven (beginning and year ending mileage including car registration).
  • Child care records (amount paid, provider’s name, address and ID number)   
  • Gambling losses
  • Self-employment business expenses
  • Rental activities expenses
  • Expenses related to your investments, statement with description of stocks, date acquired, date sold, sale price, cost or basis.