What's Needed

Getting ready for your tax interview depends on the the complexity of you tax situation. This is could take just a few minutes, or time and effort to gather the required documents. Below are lists of general items I will need to get started:

Identification & Review (New Clients)

Photo ID - Federal and State law requires your photo ID
Social Security Cards - For taxpayer, spouse & dependents
Copies of prior year tax return (or most recent tax returns filed)

Income Statement Forms

W-2s (Wage Statements)
1099R (Pension, IRA & Other retirement statements)
1099INT (Interest Income)
1099DIV (Dividend Income)
1099G (Unemployment or State Refund)
1099W2G (Gambling Winnings)
1099B (Broker Summary Statements)
1099S (Real Estate Sales)
1099K (Payment Card/ Third Party Network Transactions
Form 8949 (Stock sales/ Cryptocurrency trading)

Health Insurance Statements

Federal Form 1095-A, 1095-B, 1095-C
CA Form 3895 Health Insurance Marketplace Statement
Other State Health Insurance Disclosures

Deductible Expense Statements

Form 1098 (Mortgage Interest Statement)
Form 1098T (Tuition & Fee Payments for College/ Continuing Education)
1098E (Student Loan Interest Payments)
Child Care Records/ Summary of Payments (Need: Name, Address, Tax ID: EIN or Social Security number of provider, total amount paid for year)
Charitable contributions receipts/ statements