TAX DOCUMENTS CHECKLIST
- Government issued picture identification (Drivers license/ID) for self and spouse
- Copy of previous year tax return (NEW CLIENTS
ONLY)
- Social security cards for self and all dependents (NEW
CLIENTS ONLY)
- W-2's, 1099s, K-1s, etc. (wages, unemployment, retirement and other miscellaneous income)
- Interest and dividend statements
- Copies of all pertinent tax documents
- Information for new dependents being claimed (name, social security card and date of birth)
- Dependent caregiver information (name, address, amount paid, tax I.D. or social security number)
- Tuition and educational fees. (MUST BRING FORM 1098-T or SCHOOL STATEMENT)
- Health insurance coverage information. Forms 1095-B or 1095-C
- Covered California or Affordable Care Act (ACA or Obama Care) (MUST BRING FORM 1095-A)
Please be prepared with all the information to complete your tax preparation based on last
year's return and knowlege of new changes. Additional or follow up
appointments to complete your return due to excessive information missing or negligence on your part may cost addition fees.
1040 FILERS / ITEMIZED DEDUCTIONS (long
form)
Note - due to 2018 tax reform and increase to standard deduction less
taxpayers will be able to itemize
-
Medical / dental and insurance expenses
-
Sales Tax Records
-
Property Taxes
-
Vehicle registration (DMV). License fee only,
not the renewal fee. (bring the renewal notice)
-
Mortgage interest, mortgage insurance and points paid
-
Charitable contributions
-
Miscellaneous deductions information. (Union dues, tools and other unreimbursed job related expenses)
GENERAL OR TYPICAL DEDUCTIONS BY TRADE
Click here for listing
RENTAL PROPERTY OWNERS AND SMALL BUSINESS OWNERS
Click below to submit your information online
Rental Property
Business Income &
Expenses
.