Tax Documents:
  • Income Statements (W2 Forms)
  • Interest Statements (1099-INT)
  • Divident Statements (1099-DIV)
  • Taxable refunds, credits (1099-G)
  • Copies of Schedule K1 for Partnerships and S-Corporations
  • Self Employed business Income (1099-Misc)
  • Brokerage Transactions (1099-B and relevant documents)
 
Supporting Documents for the following items
  • Educator classroom expenses
  • Employee business expenses
  • Contributions to a Health Savings Account
  • Expenses related to work relocation
  • Alimony
  • Student loan interest
  • Tuition and fees for higher education
  • Expenses related to child or dependent care
  • Contributions to a Retirement Savings Account
  • Medical and dental expenses
  • Real estate taxes
  • Other state and local taxes
  • Mortgage interest
  • Investment interest
  • Cash Contributions
  • Noncash Contributions
  • Unreimbursed employee expenses
  • Investment expenses
  • Gambling losses
  • Other payments 
 
 
Note: 
1. Every client will be granted access to our secured client portal. Please call our office for the initial account setup.
2. We need you to upload your documents in the client portal.
3. Your copy of tax return will be made available in the portal.
4. New Clients please complete our Interview sheet found in the public section of the client portal and upload.
5. Existing clients can call our office and provide updates to your personal information.
 

 

New members please contact us at 510 742 1419 for your account setup.