Prior Clients:
There is an organizer that we can email you upon request. Please Contact Us and we will email you a copy right away.
Things To Remember:
- W-2s
- Daycare Expenses
- DMV registrations
- Did you file Bankruptcy
- 1099-SSA
- Gambling wins/losses
- Rental Income
- W-4 Planning (pls call)
- 1099-INT
- Home Improvement
- Medical Expenses
- Any foreclosures
- 1099-G Unemployment
- Business Income
- Rental mileage
- Investment expenses
- 1099-DIV
- Property Taxes Paid
- Education Expenses
- Any loan modification
- 1099-G last yrs refund
- Business mileage
- Rental expenses
- Any & all questions
- 1098 Mortgage Int
- CA bal due paid in 2011
- Student Loan
- Any refinancing
- K-1s
- Business expenses
- Conversion to ROTH IRA
- Anything not sure of
Useful resources for taxpayers and small business owners:
California Tax Service Center
www.taxes.ca.gov/California State Board of Equalization
www.boe.ca.govInternal Revenue Service
www.irs.govDonation Value Guide
www.satruck.orgCheck Us Out on Yelp!
Yelp!U.S. Small Business Association
www.sbaonline.sba.govU.S. Department of Labor
www.dol.govDonation Valuation Guide
www.goodwill.org