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Your Tax Appointment

How to prepare for your tax appointment

Your tax return can be done more accurately and in a shorter period of time if all of the information is available at the initial appointment, so being organized can help both you and your tax preparer.

Start preparing early for your tax appointment by compiling a list of the documents you expect to receive based on last year’s statements and this year’s activities. Collect documents and information into a central file as it is received throughout the year.

Do you need a copy of our organizer? Click here to download a Tax organizer in PDF version.

Below is a list of the most common documents that are necessary for filing a tax return.

  1. All broker's statements, 1098's, W-2's, and 1099's showing Wages, Dividends, Prize Awards, Rents, Gambling Winnings, Unemployment    Compensation, Social Security, Pensions, Non-Employee Compensation, State Tax Refunds, etc
  2. Deductions to include all medical expenses, DMV fees, contributions, (cash & non-cash) Note: Receipts are now required for all cash donations and an itemized list is required for all non-cash donations over $500. To get non-cash values, go on the internet to “Goodwill Industries” as they have a complete list of the deductible amounts. Final closing statements of a purchase or sale of any property. Final closing statements of any refinance of a personal residence or rental property. Final closing statements of a purchase or sale of any property. Final closing statements of any refinance of a personal residence or rental property.
  3. Mortgage Interest Statements if you own Real Estate. Also, be sure to bring information about Property Taxes paid during the year.
  4. Final closing statements of a purchase or sale of any property. Final closing statements of any refinance of a personal residence or rental property.
  5. For new clients only ... copies of the last 2 years tax returns.
  6. Name, Address, and Social Security Number (or ID#) of Licensed Day Care.
  7. Complete income and expense statements for any small business you own.
  8. Complete income and expenses for each rental property that you own.
  9. Any other information that you think we may need to do a complete and accurate tax return.
  10. Photo ID, either a passport or a California driver’s license.