To file your individual tax return, please take a look at the list of tax documents below, and send copies of the following documents that apply to you.

For First-time Clients

• Copy of last 1 or 2 year’s tax returns – Federal & State
• Date of Birth for client, spouse, and dependents if any

For Employees

• Form W-2

For Home Owners

• Mortgage Interest paid (year-to-date total) – Form 1098
• Property Taxes paid (twice a year or impounded in the mortgage payments)
•  If purchased last year: Escrow closing/settlement statement
• DMV Renewal payment for personal use cars
• Contributions, if any (Need a written acknowledgment)
• Tax Return Fee paid to the previous CPA, for a New client

For Interest/Dividend Income received

• Form 1099-INT/DIV (or amounts with payers’ names)

For Rental Property owners [Detailed Worksheet is available]

• Rental Income
• Mortgage Interest & Property Taxes for the rental property
• Insurance, Repairs/Improvements, Other Expenses
• If purchased last year: Escrow closing/settlement statement & County Property Tax Bill (showing Land/Building value breakdown)

For Business owners (yearly clients) [Detailed Worksheet is available]

• Summary of business income (incl. Form 1099-MISC) & expenses total by category or There will be a Bookkeeping Charge if raw data are provided to us.
• If started last year: Business Name, Address, Description of business
• Health Insurance payments

S Corporation/Partnership Income (for entities we didn’t prepare Tax Returns):

• Schedule K-1 (Shareholder’s/Partner’s Basis Worksheet is required.)

For Sale of Investment Properties

• Stock – Form 1099-B (Statement from brokerage company) or Detailed Worksheet with Sales amount, Cost Basis, Dates purchased & sold
• Rental Property or Land – Sales Price & Cost Basis with dates (Escrow closing/settlement statements at Sale & Purchase & Improvements not reflected on the prior tax returns, if any)

Other Documents:

• Estimated Tax Payments made (IRS & FTB) -> Dates & Amounts
• Did you have financial account(s) in a foreign country?
• Did you receive, sell, send, exchange, acquire any financial interest in any virtual currency?
• Did you receive Form 1095-A or 1095-C regarding Health Insurance?
• Unemployment Compensation from Your State
• Gambling/Lottery Income -> Form W-2G
• Social Security Benefit -> Form SSA-1099
• Retirement Plan Distributions -> Form 1099-R. If Yes, ask for Form 5498. (may be subject to Additional Tax/Penalty form, nondeductible IRA form. Then, Additional Forms to be filed with additional fee)
• Tuitions, Student Loan Interest paid for client or dependents à Form 1098-T or 1098-E
• Child Care Expense
• Alimony and Child Support
• Any Other Income sources or Deductions