What To Bring For Your Tax Appointment

Getting organized to prepare for your tax appointment can save you a ton of time, and is well worth the effort.

If it’s just after tax season, this list will help you know what documents to keep an eye out for throughout the year and set aside. If your tax appointment is right around the corner, this list is a great resource to help you track down the right documents.

With all of the changes every year (and, of course, that’s especially true THIS year), filing your taxes on your own is not for the faint of heart. That’s even with nice-looking softwares on the market which purport to make it easy for you.
 

But that’s what we’re here for.

Let us be your easy button in Thousand Oaks, CA.

Below is a list of what you will need during the tax preparation process. Not all of them will apply to you — probably MOST will not. Nonetheless, it’s a useful tax preparation checklist. Feel free to even print it out and keep a copy in your filing cabinet

Before you get overwhelmed: yes, this is a long list — but it’s the unfortunate reality of our tax code that it’s not even comprehensive! But these items will cover 95% of our Thousand Oaks, CA clients.  Really, this is for ensuring that we’re able to help you keep every dollar you can keep under our tax code.

Even if for some strange reason you won’t be using our cost-effective services this year, feel free to use this list as a handy guide…

Tax Preparation Checklist

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Personal Data

  • Social Security Numbers (including spouse and children)
  • Child care provider tax I.D. or Social Security Number
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Employment & Income Data

  • W-2 forms for this year
  • Tax refunds and unemployment compensation: Form 1099-G
  • Miscellaneous income including rent: Form 1099-MISC
  • Partnership and trust income
  • Pensions and annuities
  • Alimony received
  • Jury duty pay
  • Gambling and lottery winnings
  • Prizes and awards
  • Scholarships and fellowships
  • State and local income tax refunds
  • Unemployment compensation
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Health Insurance Information

  • * All 1095-A Forms from marketplace providers (if you purchased insurance through a Marketplace)
  • * Existing plan information (policy numbers, etc.)
  • * If claiming an exemption, your unique Exemption Certificate Number
  • * Records of credits and/or advance payments received from the Premium Tax Credit (if claiming)
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Homeowner/Renter Data

  • Residential address(es) for this year
  • Mortgage interest: Form 1098
  • Sale of your home or other real estate: Form 1099-S
  • Second mortgage interest paid
  • Real estate taxes paid
  • Rent paid during tax year
  • Moving expenses
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Deduction Documents

  • State and local income taxes
  • IRA, Keogh and other retirement plan contributions
  • Medical expenses
  • Casualty or theft losses
  • Other miscellaneous deductions
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Financial Assets

  • Interest income statements: Form 1099-INT & 1099-OID
  • Dividend income statements: Form 1099-DIV
  • Proceeds from broker transactions: Form 1099-B
  • Retirement plan distribution: Form 1099-R
  • Capital gains or losses
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Financial Liabilities

  • Auto loans and leases (account numbers and car value) if vehicle used for business
  • Student loan interest paid
  • Early withdrawal penalties on CDs and other fixed time deposits
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Expenses

  • Gifts to charity (receipts for any single donations of $250 or more)
  • Unreimbursed expenses related to volunteer work
  • Unreimbursed expenses related to your job (travel expenses, entertainment, uniforms, union dues, subscriptions)
  • Investment expenses
  • Job-hunting expenses
  • Education expenses (tuition and fees)
  • Child care expenses
  • Medical Savings Accounts
  • Adoption expenses
  • Alimony paid
  • Tax return preparation expenses and fees
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Automobiles

  • Personal property tax information
  • Department of Motor Vehicles fees
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Self-Employment Data

  • Estimated tax vouchers for the current year
  • Self-employment tax
  • Self-employment SEP plans
  • Self-employed health insurance
  • K-1s on all partnerships
  • Receipts or documentation for business-related expenses
  • Farm income

We’re here to help

Let us know if you have any questions.… Fill in the form below, call at (805) 762-4675 or Email Us.

What our Clients are saying

Amazing!! Prompt in answering questions and available when needed. Explained the process throughly to reduce confusion. Yes- knowledgeable. She can take care of personal taxes as well as business taxes. She has handled our tax needs for years including multi state without fail. The ease of working with Charleen has been unmatched in my 30 years of preparing and submitting taxes.

Brian K.

The course is well designed and presented in clear and understandable terms! Charleen’s course is packed with information and she is helpful in guiding you towards options that fit your situation best! One, Charleen is awesome! Very patient and really does make accounting accessible. I am not a numbers person, and I got a ton of knowledge about accounting for our business from this course! The amount of accounting know how in Charleen’s head is amazing! She is very patient and clear with her guidance and instruction. It is great to work with someone who really gets the ins and outs and is relatable and accepting of what you bring with you as far as financial knowledge. She has been a godsend for our business in helping us sort out what benefits us the most in how we approach our finances!

Anna Sihon