What's Needed

Getting ready for your tax interview depends on the complexity of your tax situation.

Review the lists of general items and required documents needed to get started.

Identification & Review (New Clients)

  • Photo ID - Federal and State law requires your photo ID 

  • Social Security Cards - For taxpayer, spouse & dependents 

  • Copies of prior year tax return (or most recent tax returns filed) 

Income Statement Forms

  • W-2s (Wage Statements)

  • 1099R (Pension, IRA & Other retirement statements)

  • 1099INT (Interest Income)

  • 1099DIV (Dividend Income)

  • 1099G (Unemployment or State Refund)

  • 1099W2G (Gambling Winnings) 

  • 1099B (Broker Summary Statements)

  • 1099S (Real Estate Sales)

  • 1099K (Payment Card/ Third Party Network Transactions 

  • Form 8949 (Stock sales/ Cryptocurrency trading) 

Health Insurance Statements

  • Federal Form 1095-A, 1095-B, 1095-C

  • CA Form 3895 Health Insurance Marketplace Statement 

  • Other State Health Insurance Disclosures 

Deductible Expense Statements

  • Form 1098 (Mortgage Interest Statement)

  • Form 1098T (Tuition & Fee Payments for College/ Continuing Education)

  • 1098E (Student Loan Interest Payments) 

  • Child Care Records/ Summary of Payments (Need: Name, Address, Tax ID: EIN or Social Security number of provider, total amount paid for year)

  • Charitable contributions receipts/ statements