Resources

What to bring?

For each person listed on your tax return:

  • Full Name

  • Date of Birth

  • Social Security Card

  • Valid ID

  • Last Year’s Tax Return (if applicable)

  • If you received overtime, please provide your final pay stub for the year.

Income Documents

  • W-2 Forms

  • 1099 Forms (INT, DIV, B, G, etc.)

  • Self-Employment Income (Profit & Loss Statement)

  • Rental Income & Expenses

  • Investment / Brokerage Statements

  • Unemployment Income

Deductions & Credits

  • Medical Expenses

  • Mortgage Interest

  • Property Taxes

  • Charitable Donations

  • Education Expenses

  • Home Office (if applicable)

  • Mileage Logs

  • Energy Credits (Solar / Electric Vehicles)

Dependents / Tax Credits

If claiming dependents:

  • Birth Certificates

  • Social Security Cards

  • Proof of Residency (school or medical records)

Downloadable Forms

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Downloadable Forms -

Self-Employed Worksheet
Rental Property Worksheet
Truck Driver Expense Worksheet
Law Enforcement Expense Worksheet
Child Care Provider Deductions
Tax Preparation Checklist
Living Trust Information Checklist
Itemized Deductions Worksheet

Track Your Refund

Federal
State of California