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: