In order for us to minimize your federal and California state tax obligations and maximize any refunds that may be due to you, please provide us with the following items that apply to you:

Personal Information

• Identification: Social Security Numbers (SSN) or ITINs for you, spouse, and a dependents.

• Birthdates: For everyone listed on the return.

• Bank Info: Routing and account numbers for direct deposit.

• Prior-year returns: Last year's federal and state returns.

• IP PIN: Only you received one from the IRS.

Income Records

• Employment: Forms W-2.

• Interest/Dividends: Forms 1099-INT, 1099-01V.

• Self-Employment: 1099-NEC, 1099-K, records of income, and business expenses.

• Retirement: Forms 1099-R (pensions, IRA) and SSA-1099 (Social Security).

• Other: 1099-G (unemployment), 1099-B (stock sales), 1099-S (real estate sales), K-1s (partnerships/trusts).

Deductions and Credits

• Homeownership: 1098 Mortgage Interest Statement and property tax records. (If you itemize deductions).

• Charities: Receipts for cash and non-cash donations. (If you itemize deductions).

• Medical/Education: Records of medical expenses and 1098-T for tuition. (If you itemize deductions).

• Taxes Paid: Records of state and/local income or sales taxes, and personal property taxes (e.g.

• Childcare: Total costs paid to providers, including tax 10 number. (If you itemize deductions).

Other Documents

• Health Insurance: Form 1 095-A (if purchased via Marketplace/Covered CA).

• Estimated Payment make: Records of 1040-ES payments made to the IRS.