• Checklist for the required documents on Tax Return Preparation
1. Income documents
• W-2s
• 1099 forms
• K-1 forms
• Any written documents for income not reported on a W-2 or 1099 form
2. Expense documents
• Canceled checks
• Receipts
• 1098 forms
• Any written documents for tax-related expenses
3. A summary of federal and state estimated payments and canceled checks
4. Financial Statements
5. Bank Statements
6. Federal and State tax returns for the previous year
7. Identification information for Individual (e.g. Date of birth, marital status, SSN, and etc)
8. Organization information for business (e.g. LLC, S-Corp, and etc)

• Checklist for the required documents on Monthly Financial Statements
1. Bank Statements
2. Check Stubs (Cancelled Checks)
3. Credit Card Statements
4. Cash Receipts (Deposit Details)
5. Differentiate between Loans and Income
6. Payroll Journal

If you have any concerns, or are ready to file your tax return, please call our toll free number, and make an appointment with us:
Our toll free number is: (888) 617-2088
Address: 17800 Castleton st., unit #435, City of Industry, CA 91748