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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.

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  • 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)

Rental Property


  • 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)