- W-2's and 1099R's
- All income information (including interest or dividend income)
- Closing statements for home purchase or refinance
- Sales tax information from vehicle or boat purchase
- Records of all donations — cash and goods (donation totals, names and addresses)
- Info on all DMV fees paid (Most people forget this one!)
- Amount of property tax paid
- All other pertinent information on income and deductible expenses
Wondering about property taxes?
If you live in San Bernardino County, get info here.
For Riverside County, go here.
New to Accountability?
Be sure to bring a copy of your previous year's Tax Return. This will give us information we need to complete your current return accurately. If you don't have a copy, we can help you request one.
Here are some forms that will help you organize your information. Print the ones that apply to you, and fill them out as thoroughly as possible:
- General Info and Dependents
- Itemized Deductions
- Business and Auto Expense
- Rental and Schedule E
- Education and Childcare Credits
Bring these with you to your tax appointment, and we'll have a good start on completing your return .