Tax Appointment - Tips & Information

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We value your time and effort. See below for some tips and suggestions to help you to be prepared for your tax appointment.

**The following is a list of tips or documents that you may need for your tax appointment. Every situation is unique, and your tax return may require other information.

TIPS FOR SAVING TIME ON YOUR TAX PREPARATION

Create personal check list based on last year's return and add new items for current year
Schedule Online Appointment, save you time and no need to drive to your appointment
Request Intuit Link Invitation (secure way to provide or receive information and documents online)
Create a tax summary and/or copies of all tax documents
Drop off documents or provide information in advance of your appointment

TIPS FOR SAVING ON YOUR TAXES

Start tax planning early in the year, don't wait till the last minute
Get organized - plan and keep documents
Boost your retirement savings (IRA/retirement account)
Setup a college fund for your dependents
Avoid penalties by cashing out early on retirement account
Keep track of your deductions
Educate yourself and conduct research on tax saving strategies

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

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