DOCUMENTS

Use these documents for informational purposes to help prepare you for your tax appointment. Click on the document name to open the pdf in a different window.

New Client Survey

New Client Questionnaire

Returning clients, please contact the office for a personal organizer to be emailed to you prior to your 2025 tax appointment.

W-9 Form.pdf

W-4 Form.pdf

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