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.