W2 Forms from all employers
1099 Form from all banks
Unemployment compensation and social security benefits received
For students, bring 1098T tuition statement and 1098E student loan interest statement.
IRA distributions on 1099R statements and contributions
Social security number and birthdate for all dependents
For direct deposit of refunds, bring void check for routing and bank account number
For new clients, bring last years' tax return
New Health Insurance Requirement
Was each member of the family covered by health insurance all year?
If covered for part of the year, which months was each member covered?
If insured through Covered California, please bring form 1095A and Form 3895
Taxpayers Who Itemize Deductions
1098 Mortgage interest statement
Both installments of property taxes paid during the year
DMV license fees paid for cars and boats
Charitable contributions, For non-cash donations exceeding $500, we need receipts showing items donated date of donation, and value of donation
Medical and dental expenses exceeding 7.5% of adjusted gross income
Employee business expenses exceeding 2% of adjusted gross income (state only)
Taxpayers With Childcare Expenses
Childcare providers's names, tax ID number, address, phone number, and amount paid
Taxpayers Who Qualify For Renter's Credit Based On Income
Landlord's name, address, phone number, and dates that the property was rented
Taxpayers With Stock Sales
1099 form showing stocks sold during the year
Taxpayers With Rental Property
Rental expenses; home insurance, mortgage interest, property taxes, repairs, advertising, cleaning and maintenance, management fees, utilities, etc.
Taxpayers With Self-Employed Income
Gross income including all 1099-Misc. Forms
Expenses: business use of auto, meals & entertainment, office expenses, supplies, license fees, advertising, etc.
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