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What to bringYour tax-season checklist
Bring what applies to you. Not sure about something? Bring it anyway and we'll sort it out together.
About you
- Photo ID for you & your spouse
- SSN or ITIN for everyone on the return
- Last year's tax return
- Bank details for direct deposit
Income
- W-2s from every employer
- 1099s (NEC, MISC, K, INT, DIV, B, R)
- Business income & expense records
- Rental income & expenses
Deductions & credits
- Mortgage interest (1098) & property tax
- Childcare costs & provider tax ID
- Tuition (1098-T) & student loan interest
- Health coverage (1095-A) & donation receipts
Self-employed
- Income records & 1099-NEC / 1099-K
- Business expenses & receipts
- Vehicle mileage log
- Estimated tax payments made
Homeowners & rentals
- Closing statement if you bought or sold
- Property tax bills
- Rent received & property expenses
- Improvements & repair costs
Letters & notices
- Any IRS or FTB letters received
- Prior-year returns if catching up
- Records of payments to the IRS or FTB
- Identity Protection PIN, if you have one
The federal and California filing deadline for 2026 returns is April 15, 2027. Book early for the best appointment times.
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