Appointment - Tips & Information

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

 

The following is a list of tips and documents that you may need for your tax appointment. This is a general list of items, every person and situation is unique, and their tax preparation may require additional documents.

 

 

TIPS FOR SAVING TIME ON YOUR TAX PREPARATION

  • Create a personal check list based on last year's return and add new items/documents for the current year.
  • Have all the documents ready, ahead of time for your appointment. 
  • Schedule Online Appointment, saves you time and you eliminate driving to your appointment.
  • Request access to our secure online portal to upload and receive documents online. 
  • Drop off your documents in advance for your appoinment.

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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 PREPARATION DOCUMENT CHECKLIST

 

 

IMPORTANT - ALL TAX DOCUMENTS ARE SCANNED  BEFORE YOUR TAXES ARE PREPARED. PLEASE HAVE ALL DOCUMENTS READY BEFORE YOUR APPOINTMENT.

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If you need to send documents to our office you must do it before your appointment, we recommend to request access to our secure portal to upload the documents online. You may alsoe send by email, please include all documents in one email and use proper encryption to protect them.

 

Note all documents must be in PDF or JPEG formats, do not reduce the size or quality.

 

Quick Summary - bring all tax related documents, W2, 1099s, 1098s etc. in addition to personal documents listed in section 1.                                                                                                                                                                  

 

Detailed Summary

Documents or information most people will need for their tax appointment - If applicable 

 

(Download the check list at the end of this page)

 

1. PERSONAL INFORMATION

  1. Social Security and License / ID card(s) including spouse if applicable (New Clients)
  2. Dependent SSNs & dates of birth (New Clients)
  3. Prior-year federal & state tax returns (New Clients)
  4. Bank routing & account number
  5. IRS Identity Protection PIN (if applicable)
  6. Covered California recipients must provide Marketplace Statement form (1095-A)
  7. If parents do not file together, you must provide documents showing the dependent lived with you, such as a court order, Form 1095 (health Insurance), or school or medical records

 

2. INCOME DOCUMENTS OR INFORMATION MOST PEOPLE WILL NEED FOR THEIR TAX PREPARATION

  • All tax income related documents, W2s, 1099s, 1098s, K1s etc. (include retirement, interest, social security, unemployment, gambling, Investment, currencies etc.)
  • Employer overtime statement or paystub if information is not listed on W2 Box 14
  • Business and rental properties include income and expenses statement - Use your own or download template at the end of this page

 

 3- TAX CREDITS

  • Childcare provider statement including provider EIN or SSN
  • Education credits (1098-T, and book receipts)
  • Energy credits (solar, EV, home upgrades)
  • Adoption expenses
  • Retirement savings contributions

 

4- ADJUSTMENTS TO INCOME

  • IRA & HSA contribution
  •  Student loan interest (1098-E)
  • Interest paid for brand new, American vehicles built in the US and purchased after1/1/2025
  • Educator expenses

 

5- ITEMIZED DEDUCTIONS  - NOTE must exceed standard deduction, for 2025

Married $31,500

Head of Household $23,625

Single $15,750

  • Mortgage interest (1098)
  • State & local taxes paid
  • Charitable donations (cash & non-cash)
  • Medical expenses
  • Casualty or theft losses
  • Gambling losses receipts

 

6. SPECIAL SITUATIONS

  • Sale of home (closing statements)
  • Estimated tax payments made
  • Foreign income or assets
  • FBAR filing info (foreign bank accounts)
  • Inherited income or assets
  • Disaster-related loss documents

 

Templates

Download
Tax Preparation Checklist
Check List.pdf
Adobe Acrobat document [61.4 KB]
Download
Business Income & Expense Statement
Schedule C.pdf
Adobe Acrobat document [90.4 KB]

 

 

Document Samples

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