**OFFICE HOURS from January 2nd - April 15th**
Monday - Saturday from 9am - 5pm, & Sunday from 9am - 4pm.
Please bring your mask and your cell phone.
Please enter the office and check in, and return to your car to wait for a text message notifying you of your turn.
**OFFICE HOURS from April 16th - December 31st**
Monday - Friday from 9am - 5pm, & Saturday - Sunday CLOSED
If you have any questions, or want to do your taxes remotely, please call our office at (707) 545-7687 or email us at [email protected].
What to bring
NEW AND RETURNING CLIENTS
Any new dependents, please bring the Social Security Card
All Form W-2's from all Employers
All Form 1099Misc from all Employers
Interest and Dividends from all Bank Accounts and Brokerages
Form 1099B for Sale of Stocks
Unemployment or Paid Family Leave (PFL) from the State of CA
Profit and Loss Statement for your Business
Rental Income
Retirement Income, such as Form 1099R or Social Security Benefits
Casino Winnings
Student Loan Interest Paid
FOR NEW CLIENTS, please bring in a copy of last years tax return.
And any other type of income, whether or not you believe you need to report it, and our office can see if it is taxable or not.
CLIENTS WITH CHILDREN
Social Security Cards
Birth Certificates
School Records or Medical Records
Child Care Paid, with Name of Provider, Address where the care was given, Social Security Number or Federal ID Number and Phone Number.
Education Paid for College Students, for books, supplies and registration, with name of College, address and the Form 1098T.
CLIENTS WITH A HOME
Form 1098, showing the Mortgage Interest Paid, for each loan.
Property Taxes paid
Car Registration Fees
Medical Expenses paid during the year.
If you purchased a new vehicle, the purchase papers.
Charitable Donations
If you purchased or refinanced the mortgage, the Settlement Statement given to you by the Title Company.
Tax Preparation Fees Paid Last Year
Union Dues
Educator Expenses
CLIENTS WITH EMPLOYEE BUSINESS EXPENSES **California conformity only**
Mileage Logs if your Employer requires you to work temporary at another site.
Uniforms or Specialized Clothing costs.
Equipment or Supplies Purchased for the benefit of your Employer.
Other expenses if for the benefit of your Employer.
Reimbursements received from your employer.
CLIENTS WHO SOLD OR LOST A HOME
Purchase Papers
Sale Papers
Form 1099-A, if the home was lost through Foreclosure, or
Form 1099-C, if the home was sold through Short Sale or if the Mortgage Lender forgave some of the loan.
If you filed Bankruptcy, the Bankruptcy papers filed with the court.
CLIENTS WITH A BUSINESS OR RENTAL HOME
Income from the Business or Rental Unit
Any expenses related to the Business or Rental Unit that is necessary and ordinary.
Any new dependents, please bring the Social Security Card
All Form W-2's from all Employers
All Form 1099Misc from all Employers
Interest and Dividends from all Bank Accounts and Brokerages
Form 1099B for Sale of Stocks
Unemployment or Paid Family Leave (PFL) from the State of CA
Profit and Loss Statement for your Business
Rental Income
Retirement Income, such as Form 1099R or Social Security Benefits
Casino Winnings
Student Loan Interest Paid
FOR NEW CLIENTS, please bring in a copy of last years tax return.
And any other type of income, whether or not you believe you need to report it, and our office can see if it is taxable or not.
CLIENTS WITH CHILDREN
Social Security Cards
Birth Certificates
School Records or Medical Records
Child Care Paid, with Name of Provider, Address where the care was given, Social Security Number or Federal ID Number and Phone Number.
Education Paid for College Students, for books, supplies and registration, with name of College, address and the Form 1098T.
CLIENTS WITH A HOME
Form 1098, showing the Mortgage Interest Paid, for each loan.
Property Taxes paid
Car Registration Fees
Medical Expenses paid during the year.
If you purchased a new vehicle, the purchase papers.
Charitable Donations
If you purchased or refinanced the mortgage, the Settlement Statement given to you by the Title Company.
Tax Preparation Fees Paid Last Year
Union Dues
Educator Expenses
CLIENTS WITH EMPLOYEE BUSINESS EXPENSES **California conformity only**
Mileage Logs if your Employer requires you to work temporary at another site.
Uniforms or Specialized Clothing costs.
Equipment or Supplies Purchased for the benefit of your Employer.
Other expenses if for the benefit of your Employer.
Reimbursements received from your employer.
CLIENTS WHO SOLD OR LOST A HOME
Purchase Papers
Sale Papers
Form 1099-A, if the home was lost through Foreclosure, or
Form 1099-C, if the home was sold through Short Sale or if the Mortgage Lender forgave some of the loan.
If you filed Bankruptcy, the Bankruptcy papers filed with the court.
CLIENTS WITH A BUSINESS OR RENTAL HOME
Income from the Business or Rental Unit
Any expenses related to the Business or Rental Unit that is necessary and ordinary.
| Client Disclosures.pdf |
| Income and Expenses |