DOCUMENTS

Also, the following items are recommended documentation to bring to your tax appointment: 

 

All Income Forms: 

W-2

W-2G

1099

Unemployment (1099-G)

Interest Income (1099-B)

K-1

Alimony Received

 

Current ID’s:

Driver’s License

Social Security Cards for Dependents

 

Schedule A Deductions

Property Taxes

DMV registrations

Mortgage Interest

Contributions

Miscellaneous Business Expenses

HUD 1 Statement (Refinance or New Home Purchase)

 

- Union Dues

- Gambling Losses

- Dependent Care Costs

- Health Care Costs

- California Covered 1095a

Use these documents for informational purposes to help prepare you for your tax appointment.

Tax Worksheet- Page 1

Tax Worksheet- Page 2

 

W-9 Form.pdf

W-4 Form.pdf