Ready to have us file your taxes or schedule a free consultation? Use our online scheduler or call today to set an in-person or virtual appointment!

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Call Now! 661-200-5657 

    Email info@free-financial.com for more info

What To Bring With You

Complete the applicable sections of this form and bring it to your appointment.

In order to assure that you receive the largest refund, we highly recommend downloading and completing our Personal Tax Organizer form. The document is designed to help uncover all of the most common tax deductions and credits that you may be eligible for. 



 

Along with the Personal Tax Organizer form, have the following documents available for your tax preparer to review:

 

  • Income Documents (i.e. W-2, 1099, etc.)

  • Expense Documents (i.e. 1098, Tax Bill, etc.)

  • Form 1095-A if you use Covered California Health Insurance

  • Photo ID's

  • Social Security Cards 

  • Prior Year Tax Return to Ensure Accuracy(New Clients Only)



   

Recent Customer Reviews

I was so happy with Chris and his professionalism and knowledge. You really get the feeling that he is genuinely trying to help you." - Lyndi, Santa Clarita
 
"Free Financial was fast and friendly and they also saved me over $1,000 on my taxes after I tried doing them myself!" 
-Tarah, Los Angeles

Call Now! 661-200-5657 

Disclosure

Free Financial is a registered investment adviser in the state of California. This website is only intended for clients and interested investors residing in states in which the Adviser is qualified to provide investment advisory services. The Adviser does not attempt to furnish personalized investment advice or services through this website. Past performance is no guarantee of future results. Find our full disclosure documents at www.advisorinfo.sec.gov

 

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