
What To Bring
Being prepared is the key to having a successful tax appointment. Browse through this all-inclusive checklist to find items that may apply to your specific tax situation. Our personalized one-on-one approach allows us to help you navigate through the multitude of tax forms and customize a tax structure to maximize your tax benefits. A private consultation with one of our trained professionals is just a phone call away at (562) 789-1040.

Personal
- Prior Year or Last Filed Tax Return
- Tax Forms (Mailed by January 31)
- W2: Employee Earnings
- 1099-M: Contractor/Freelance
- Form 1098: Mortgage Interest
- Consolidated 1099: Stock Brokerage
- Supplemental Stock Statement: ESPP/RSU
- 1099-DIV: Dividends
- 1099-INT: Interest
- 1099-R: Retirement
- All other 1099 forms
- Social Security Numbers (Taxpayer, Spouse, Dependents)
- Birthdays (Taxpayer, Spouse, Dependents)
- DMV Fees
- Charity
- Cash Contribution Letters (Church, Non-Profit, etc)
- Non-Cash Contributions (Goodwill, Salvation Army)
Download
- Property Tax Statements (Two Statements Per Year)
- Real Estate Transactions
- Purchase - Purchase Closing Disclosure
- Sale - Purchase + Sale Closing Disclosures
- Refinance - Refinance Closing Disclosure
- 1031 Exchange - Exchange Accommodator Paperwork, Purchase Escrow, and Purchase + Sale Closing Disclosures
- Day Care (EIN, Address, Phone Number, Amount Spent by Child)
Business
- Business Reports (Cash Basis)
- Quickbooks Profit & Loss (One Year)
- Quickbooks Comparative Balance Sheet (Two Years on One Page)
- Profit & Loss Template
Download If you do not use Quickbooks, tally your receipts and summarize your Revenue/Expenses by Category
- W3 Summary (Adds up all W2)
- W2 Officers/Shareholders
- Payroll Liability Report (Employer Payoll Liability)
- 1099-MISC Request Form
Download Businesses paying any contractor more than $600 annually must issue a 1099-MISC form by January 31.
- Corporate Minutes Binder
- LLC Binder (Articles of Incorporation, Organization Meeting Minutes)