What should I bring to my appointment?

Use this checklist to determine what you need to have with you to complete your tax return. If you need further assistance, please contact us today at (909) 948-1040, or visit our FAQ section to see if you can find an answer to your question:

Personal Information:

  • Your Social Security number or ITIN.
  • Your spouse's full name and social security number.
  • Date of birth and Social Security Card for dependents.

Other People on your Return:

  • Date of Birth, Birth Certificate and Social Security Card.
  • Childcare records (including the providers ID number) if applicable
  • Amount of any alimony/child support paid and ex-spouse's Social Security number.

Education Payments/Health Care Verification:

  • Forms 1098-T and 1098-E.
  • 1095 Form provided by employer or 1095-A if health care was with Covered CA.

Other Financial Forms:

  • If an Employee please bring all W-2 received.
  • Self employed bring Forms 1099-MISC, Schedule K-1, income records to verify amounts not reported on 1099.
  • Records of all expenses-check register or credit card statements and receipts-Totals.
  • Property tax, interest, and insurance forms. ​
Tax Preparation Checklist
Tax Preparation Checklist (.pdf)
Depending on filing status, investment accounts, rental properties or other source of income, we may need further information or forms. If you are not sure what you should bring please give us a call today at (909) 948.1040 we are more than happy to help, you can also contact us via the Contact us form via email.