CLIENT RESOURCE CENTER
Helpful Tax Resources
Find helpful tax information, filing resources, and links to trusted government websites. These resources can help you prepare for your tax appointment and stay informed throughout the filing process.
IRS RESOURCES
Access federal tax forms, refund information, taxpayer accounts, and other IRS tools.
California Tax Resources
Find California tax forms, refund information, payment options, and Franchise Tax Board resources.
Tax Preparation Checklist
Review the common documents and information you may need before your tax appointment.
What to Bring for Tax Preparation
Having your documents organized before your appointment can help make the tax preparation process faster and easier. Use this checklist as a general guide.
Income Documents
W-2s, 1099s, Social Security income, retirement/pension statements, investment income, rental income and other income records.
Deductions & Credits
Mortgage interest, property taxes, charitable contributions, education expenses, childcare expenses and other deductible expenses.
Personal Information
Photo identification, Social Security numbers for taxpayer/spouse/dependents, prior-year tax return, and bank information for direct deposit.
Business & Self-Employment
Business income, business expenses, mileage records, equipment purchases, 1099 forms and other business records.