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What To Bring With You
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
Social Security Cards
Prior Year Tax Return to Ensure Accuracy(New Clients Only)
Complete the applicable sections of this form and bring it to your appointment.