All New Clients
- Competed "New Client Information" worksheet (download below)
- W2's, 1099s, and all other income tax documents (social security, retirement, self-employment, gambling, etc.)
- Photo ID
- Social Security cards/birth dates for everyone on the return
- Last two paychecks stubs from December
- Last year's tax return (if available)
If you are claiming Child Dependents
- Children under 5: Child's birth certificate & 1095-B medical insurance form
- Children 5-18: Document from school that has the child's name, parent's name, address, and current school year
- Children 18-23: Document from college that shows the student's name and your address, or 1098-T form
Other Documents (may not apply to everyone)
- Covered CA health insurance (form 1095-A)
- Mortgage interest (1098) & property tax bill
- Car Registration (amount paid)
- Stock transactions (form 1099-B)
- Childcare expenses records (with provider's Tax ID number)
- College documents (1098-T, receipts for books, etc.)
- List of other items you would like to deduct (with amounts paid)
Missing documents can always be emailed to your tax preparer after your appointment.
The above list does not cover all tax documents for every situation. Please bring any other documents that you believe may be relevant to your situation.