WHAT TO BRING
Below are three worksheets to help you get organized during tax season. Filling out these forms before your appointment will increase the efficiency of your appointment and will help you provide us with accurate information.
| 2025 New Client Form |
| 2025 Business Organizer |
| Rental Form |
| Tax Checklist (for individuals) |
Everyone:
Personal Information: (new clients only)
Employment:
Self Employment and Rental Income:
Investment Income and forms:
Other Income:
Deductions and credit
If you Itemize (single $6,100 or Head of Household $8,950 or Married $12,200):
- Bank information including routing and account numbers for direct deposit
- Any Internal Revenue Service or Franchise Tax Board correspondence received
- Any other documents you feel may be needed or have questions about
Personal Information: (new clients only)
- Social Security numbers and birth dates for yourself, spouse and
dependents - Address and contact information
- Previous years return
Employment:
- W-2's from all employers and K-1 forms
Self Employment and Rental Income:
- Schedule summarizing business or rental income and expenses
- 1099's for earnings of $600 or more
- Home office expenses
Investment Income and forms:
- Interest and Dividend Income
- Stock and bond sales/Capital gains - include purchase date and
cost
Other Income:
- 1099's for unemployment compensation, state tax refunds
- Miscellaneous income (Social Security and Railroad Rebates)
- Gambling income
- Alimony received or paid
Deductions and credit
- Name, address, phone number and social security or identification number of
all child care providers, plus amount paid to each - Moving, Educational expenses, and Student loan interest
- Date and amount of each estimated tax payment
If you Itemize (single $6,100 or Head of Household $8,950 or Married $12,200):
- Medical Expenses
- 1098 Mortgage interest statements
- DMV Fees and property taxes
- Sales tax on any large items including new vehicles
- Charitable contributions
- Employee expenses/union dues/tax preparation fee