90 Min Tax Declaration Meeting

A tax declaration session can take from 30 minutes to 90 minutes depending on the complexity of the declaration.

What to bring to your appointment:

• w2 forms
• 1099 forms
•  Letter 6419 – IRS letter states amount received for advance Child Tax Credit (if any)
• Proof of essential medical coverage
• Valid photo identification
• Copy of Social Security Card or ITIN letter for taxpayer and dependents
• Proof your dependents lived with you during the previous year
• Proof of your relation to your dependents
• Proof of any donations you performed during the year
• If self-employed, proof of income, expenses, business registrations, and other relevant supporting information such as bank statements, business cards or logbooks.
• Proof of vehicle expenses and mileage and other transportation expenses
• Copy of last year’s tax declaration.
• Your bank routing and account information for deposits and payments

Questions? Call 510-255-9194