*Pre-Appointment Checklist*

New Clients:

    You will need to bring the following documents:

  • Prior Year Tax Return, both Federal and State
  • Copies of Social Security cards(SSN) or Individual Tax Identification Number(ITIN) for you, your spouse, and dependents

New and Existing Individual Clients:

You will need to bring or upload all your current year documents for you and your spouse as well as any documents from your dependents. Please see below for a list of potentional documents:

  • W2(s)

  • 1095(s) - Health Coverage

  • 1096(s)

  • 1099(s)

  • 1098 - Mortgage Interest

  • 1098E - Student Interest Paid

  • 1098 T - Tuition Paid

  • HUD 1 - Escrow Closing Statement Statement OR Closing Disclosures

  • Estimated Tax Payments

  • Schedule K-1(s)

  • Child Care Worksheet(click to download)

  • Rental Property Worksheet(click to download)

*additional documents might be requested after the interview.

New and Existing Business Clients:

You will need to bring or upload all your current year documents for your business. Please see below for a list of potentional documents:

  • Proft & Loss Statement(Income Statement)

  • Balance Sheet

  • Payroll Reports: W3,W2, 940, 941, payroll summary, and state returns(provided by your payroll processor)

  • Form 1096 and 1099(s) that you issued out

  • Form 1099-MISC/NEC that you recieved 

  • Estimated Tax Payments

*additional documents might be requested after the interview.

Missing Documents?

We believe you should make your appointment once you at least have all your W2's as well as 50% of your other documents.

Ready for your Tax Interview?

That's great! Head over to your Client Interview form to get started.

Phone Interviews: Please call (562) 809-3600 Extension 4 at your appointment time.


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