PREPARE WITH CONFIDENCE
What to Bring to Your Tax Preparation Visit
No Appontment Necessary
We accept walk-ins only. Wait times depend on client volume, especially during tax season.
Your Document Checklist
You may not need every item shown below. Bring the documents that apply to your income, household, property, education, or business.
Personal Information
- Government-issued photo ID
- Social Security cards
- ITIN documentation for you, your spouse, and all dependents
- IRS Identity Protection PIN, if issued
- Your most recent federal and state tax returns
- Any IRS or state tax notices received
Employment & Income
- W-2 forms from all employers
- W-2G forms gambling winnings
- 1099-R forms retirement, pension, or IRA distributions
- SSA-1099 statements for Social Security benefits
- 1099-G forms unemployment benefits or state tax refunds
- 1099-C forms cancellation of debt
- Alimony received or paid
- Divorce or separation agreement
Property & Investments
- Form 1098 mortgage interest statements
- Property tax statements
- 1099-INT forms - bank and other interest income
- 1099-DIV forms - dividends and distributions
- 1099-S Proceeds from Real Estate Transaction
- Rental property income and expense records
- 1099-B forms and investment sale records showing purchase dates, cost basis, sale dates, proceeds, and quantities sold
Education
- Form 1098-T Tuition Statements from your college or educational institution (Must bring form)
- Form 1098-E Student Loan Interest Statements
- Records of tuition payments and required books, supplies, and equipment
- Scholarship and grant information
Children & Dependents
- Social Security cards and dates of birth for any new dependents
- Information about each dependent’s relationship to you and time living in your home
- Babysitter or daycare provider’s name, address, and telephone number
- Childcare provider’s Social Security number or Employer Identification Number (EIN)
- Total childcare expenses paid for each child
Business & Deductions
- Self-employment income records, including Forms 1099-NEC and 1099-MISC
- Forms 1099-K payment card and third-party payment transactions
- Schedule K-1 forms from partnerships, S corporations, estates, or trusts
- Business expense receipts and records, including any unreimbursed expenses for review
- Business mileage logs and vehicle expense records
- Estimated tax payment amounts and payment dates
- Charitable donation receipts and contribution records
Receiving a Refund?
For direct deposit, bring a voided check or an official bank document showing your routing number, account number, and whether the account is checking or savings.
Is This Your First Visit?
Please bring your most recent federal and state tax returns, government-issued photo identification, and Social Security cards or ITIN documentation for yourself, your spouse, and all dependents. Return clients with new dependent(s) should bring their social security card and birth certificate with additional proof as your qualified dependent.
No Appointment Necessary
We accept walk-ins only. Wait times depend on client volume and may be longer during tax season. You are welcome to bring a book, laptop, or tablet while you wait. Please use headphones when listening to audio as a courtesy to other clients.
What to Expect During Your Visit
Personal attention, clear answers, and a friendly team ready to help.
A conversation about your needs
We review your documents and discuss any changes that may affect your tax return.
Guidance through the process
Our team explains the next steps and lets you know if additional information is needed.
Time for your questions
Ask questions and discuss your concerns, with assistance available in English and Spanish.
Walk-ins only. No appointment necessary. | Wait times vary, especially during tax season.
Have Questions Before You Visit?
Call us if you are unsure whether a document applies to your situation. Walk-ins are welcome at our Santa Ana office.