Required Documents

Required documents to file your taxes.​​​
It is required that you bring all tax-related documents to your tax appointment:

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• All taxpayers must be present with photo identification.

• Social Security cards or Individual Tax Identification Number (ITIN) letters for all the people you list on your return.

• Copies of last year’s federal and state tax returns.

• Birthdates for all the people you list on your return.

• W-2 and 1099 forms

  • From a Job, Self-employment, Unemployment, Social Security, Bank Interest and Dividents, Sale of Stocks, and any documents showing taxes withheld.​

• If you are self-employed or make cash, collect records of all your income and expenses.

• All records of other expenses such as tuition, student loan interest, mortgage interest, or real estate taxes on Form 1098.

• If you purchased insurance coverage through Covered California, Form 1095-A Health Insurance Marketplace Statement.

• Identity theft PIN issued by the IRS.

• Bank routing numbers and account numbers to direct deposit any refund.

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Returns that are Out of Scope

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If any of the following apply, we are not able to assist you.

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• Incomes more than $70,000

• Married Filing Separately returns (If you are legally married and file alone - you may be a Married Filing Separate taxpayer - this is out of scope and we will not be able to assist you).

• Self-employed or cash income with certain deductions:

  • Taking expenses with no proof (receipts, documented mileage, etc. are required).

  • Business-related expenses over $20,000.

  • Have a loss.

  • Businesses with employees, inventory, or business property.

  • Returns for companies and/or businesses.

       Self-employed taxpayers may benefit from seeing a paid preparer take deductions with no proof or       

       cannot substantiate.
 

• Canceled debt income (Forms 1099C and 1099A) for foreclosures or short sales.

• Handwritten tax documents (W-2, 1099, 1098, etc.).

• Returns for visitors, such as “F,” “J,” “M,” or “Q” visas, that require a 1040NR tax return.

• Rental Income or income from Airbnb.

• Foreign Income.

• Royalty Income.

• Partnership or income from an LLC (Form K-1).

• Sale of cryptocurrencies. 

• Sale of stocks with more than 20 sales. 

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Forms that WE DO NOT NEED (These are nontaxable):
 

• Supplemental Security Income (SSI)

• Child Support

• Veterans Benefit

• Life insurance when someone passes

• Settlements not related to a job or employment

• CalFresh or food assistance

• CalWorks or cash assistance from the county

• Inheritance, gifts, or bequests

• Alimony for divorces after 2018

• Money from a scholarship is not taxable. However, if you use the money for room and board, or use it to pay other personal expenses, that portion is normally taxable.

• Health insurance from an employer or county (Forms 1095B and 1095C)