Bilingual tax preparation · English & Spanish · 661-374-3706
English | Español
What to Bring to Your Appointment
This general checklist can help you get ready. What you need depends on your situation, and our office will confirm which documents to bring when you schedule your appointment.
Identification
- Government-issued photo ID
- Social Security card or ITIN letter for each person on the return
Income Documents
- W-2 forms from employers
- 1099 forms (for example, for contract work, interest, or other income)
- Records of any other income
Prior-Year Tax Return
- A copy of last year’s tax return, if available
Deduction and Credit Records
- Records related to deductions or credits that may apply to you, such as education, childcare, or mortgage interest forms
- Ask us if you are not sure whether a record applies
Please Do Not Send Documents Through This Website
Bring your documents to your appointment, or ask our office how to share them. Do not send Social Security numbers, bank information, tax returns, or identity documents through this website.
Questions About What to Bring?
Call us and we will help you figure out what you need.
