INCOME TAX RETURN INFORMATION CHECKLIST
AND DOCUMENT REQUEST
(please submit by mail, fax or email only those that apply to your case)

PLEASE BRING ONLY THOSE THAT APPLY TO YOUR CASE FROM THE FOLLOWING LIST:

• All Forms W-2 and Forms-1099 provided to you by your employer (s)
  
• Last year’s tax returns Form-1040 & California Form-540 (for new clients)
  
• All other Forms-1099 for other income i.e., interest from banks, credit union, escrow, dividend income, misc. income, property sale, abandonment, short-sale etc.
• Escrow closing papers for your purchase, sale, refinancing of home/property
  
• Purchase contract for car used in business or self-employment
• All Forms-1099 for IRA, Keogh, Pensions, Annuities withdrawn/distributed
• Statements for social security income or retirement benefits received
• Total business income and summary listing of expenses during the year
• Car mileage records, business travel expenses, company reimbursements
  
• Car expenses (if used for your employer) and company reimbursements
  
• Medical expenses, i.e., insurance, prescription medicines, doctor/dentist
  
• Taxes paid: real estate taxes, State taxes, DMV fees, sales taxes, property taxes
  
• Charitable contributions: church, goodwill, used car, used clothes, etc.
  
• Interests paid and insurance in your mortgage, home equity, refinancing (Form-1098)
  
• Lender’s Statement on Property Foreclosure, Cancellation of Debt (1099A,C)
  
• Other deductibles: union dues, uniforms, tools, tax preparation fees, legal fees, misc.
  
• Child and Dependent Care payment: name, address, social security number
  
• IRAs/Keogh/Pensions: amount contributed, converted, and when
  
• Rental income and list of rental property-related expenses during the year
  
• Name of dependents, birthdays, relationship, social security number, Tax ID
  
• Business bank account deposits and bank charges during the year.
  
• Hybrid vehicles purchase tax credit certificate from dealer and energy-efficient home improvements
  
• Gambling winnings from the casinos, etc. and deductible gambling losses
  
• Theft and/or casualty loss records from fire, flood, earthquake hurricane, tornado, etc.
  
• Uncollected loans to private persons or personal debts that did not get repaid
  
• Real estate property sale and/or foreclosure records, if any
  
• Stockbroker stock sales summary and stock purchase records summary, if any
  
• Car mileage record logs for car/vehicle used in business or employment or job-related trips
  
• Business assets purchase and depreciation records, Forms-K1 from other business activities such as partnership, LLC, S-Corp, Trusts, etc.
  

(THIS LIST IS NOT ALL-INCLUSIVE. ADDITIONAL INFORMATION MAY BE REQUESTED)