I provide the following...
- Federal returns
- State returns
- Amended returns (federal and state)
- Application for ITIN (W-7)
- And much more...
For New Clients
New clients should bring the following...
For short forms:
- A copy of last year’s tax returns
- Names as they appear on social security cards or ITINs
- Dates of births
- Social security numbers or ITINs
- Forms for the following types of income:
- W-2 from work
- Unemployment (1099-G)
- Retirement (1099-R)
- Social security (SSA-1099)
- Interest income from bank accounts (1099-INT)
- College or university expenses (1098-T)
- New vehicles paperwork
For long forms (if you own a house and/or a small business):
- A copy of last year’s tax returns
- Names as they appear on social security cards or ITINs
- Dates of births
- Social security numbers or ITINs
- Forms for the following types of income:
- W-2 from work, 1099-NEC, or bank statements to show proof of income
- State refunds (1099-G)
- Unemployment (1099-G)
- Retirement (1099-R)
- Social security (SSA-1099)
- Interest income from bank accounts (1099-INT)
- Information on investments (1099-DIV, 1099-B)
- Rental property information
- College or university expenses (1098-T)
- For state returs:
- Work expenses such as union dues, shoes, gloves, uniforms, tools, laundry, business trips, vehicle expenses (business mileage), food, etc.
- Medical expenses: doctor appointments, dentist, eye exams and glasses, monthly premiums, etc.
- Mortgage interest and real estate taxes (1098)
- Any contributions made to charities
- Payments made to DMV
- New vehicles paperwork
- Income and expenses if you own a business
- Energy saving expenses (new windows, air conditioner, roofs, doors, etc.)
If you wish to have your refunds deposited into your bank account, I require your:
- Routing number
- Checking or savings account number
VERY IMPORTANT FOR ALL CLIENTS
If you qualify for the Earned Income Tax Credit (EIC) or the Child Tax Credit (CTC), documents (school, doctor, medi-cal, etc.) that have the address and the names of the dependents are required as proof that the dependents live with the taxpayers
An estimate is always free. Tax returns will be transmitted electronically once payment has been received and authorization documents have been signed.
