- All income information (including interest and dividends)
- W-2's and 1099R's
- Closing statements for home purchase or refinance
- Sales tax information from vehicle or boat purchase
- Info on all DMV fees paid (Most people forget this one!)
- Amount of property tax paid
- Records of all donations — cash and goods (donation totals, names and addresses)
- All other pertinent information on income and deductible expenses
We make it easy
Download our new Tax Info Worksheet (a Microsoft Excel file).
Or, email us and we'll send you a thorough tax organizer in PDF form that you can fill out on your computer.
Also, we have printable questionnaires covering these important areas:
- General Information
- Interest and Dividend Income
- Itemized Deductions
- Childcare and Education Expenses (Exel file)
- Business Vehicle Expenses (Excel file)
- Rental Income and Expenses
- Miscellaneous Deductions
Print and fill out the ones that apply to you. Bring them with you to your tax appointment, and we'll have a good start on completing your return.
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.
Wondering about property taxes?
If you live in San Bernardino County, get info here.
For Riverside County, go here.