Be Prepared for Your Tax Appointment

Loan Forgiveness Statement-Short Sale.

W-2's

1099 Forms with Expenses and Mileage

Interest Statement from your fat bank​ account

Unemployment Document - with tax withheld

Statement from brokerage house. If you sold stocks you will need the purchase price, so you do not pay taxes on the whole amount, only on the difference.

1099-R Retirement proceeds - Again... with tax withheld

Social Security

Student Loan Interest & Tuition Paid

Child Care Provider's SS# or Federal ID#, address and phone
Medical Expenses

DMV

Property Taxes

Mortgage Interest

Contributions to Charity

Tax Return from Last Year

IRA Contributions

A sugar-free latte will not hurt your chance of a $5.00 discount

Call

T: (760) 772-1317

T:  (800) 578-5951

F: (800) 578-0801

 
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