Tax Appointment Checklist
Prior years tax returns (new clients only)
Forms of ID: California ID - Drivers License- Matricula Consular- Passport
W-2's & 1099's
Business License and Bank statements (If you are self-employed)
If you are claiming children dependents we need their Birth Certificates, Social Security Cards, and a proof of address with your dependents name and your address it can either be from your health insurance, or your child’s school, or doctors office.(Any document you bring must have child’s name and your address) (copies of socials and birth certificates are fine)
Broker statements 1099-B, 1099-DIV, 1099-INT
Mortgage statements Form 1098
Real estate tax statements even if paid in escrow
Sold home closing statement
Auto registration
New Car Purchase Paperwork
Charitable receipts -To get an accurate estimate on the value of your donations click on the tab above called Salvation Army Donation Guide (Very cool tool)
Estimated tax payments 1040-ES, 540-ES
Business or Rental receipts
Mileage information
Daycare info including Tax ID # or Social Security number of care provider & Address and phone number
Medical expense records
Tuition payment records 1098T and total amounts for books and other school expenses such as parking
Student Loan statement 1098-E
HSA 1099-SSA and 5498-SSA
1095 Heath Insurance Statement (A, B or C)
Form 1099-SSA for social security recipients
Form 1099-G IRS sends this form out if itemized and received a refund
Form 1099-G IRS also sends form out form 1099-G if you received unemployment benefits
Sale information for Virtual Currency
Sale confirmation related to cashless stock transactions