1147 16th St.      Santa Monica, California 90403
Phone: (310) 399-0621           Fax: (310) 828-9162

Checklist for Tax Appointment
Page 1 of 2

Appointment Date:_________________    Appointment Time:_________________
Note: you may or may not need to check all of these.

W-2's
One for each job worked at.

Form 1099-INT and Form 1099-DIV
These forms are issued for each account that pays you interest or dividends. This includes banks, brokerage firms, and even tax-exempt interest (which must be listed even though not taxable).

Other 1099's
Real estate sales are listed on Form 1099-S. Stock sales are listed on Form 1099-B. Foreclosures are listed on Form 1099-A. Social Security is listed on Form 1099-SSA. Unemployment, state tax refunds, and gambling winnings also are reported on Forms 1099.

Form 1098
This form reports interest you paid on your mortgage. Commercial lenders must use this form. Private lenders do not. If you have a private lender, you will need your payment book or a statement from your lender.

Partnership Forms K-1
These forms usually arrive late in the tax season. We want to see you well before they arrive so that we can have everything ready to go. All you need to do is drop off, fax, or mail the K-1.

Purchase or Refinance Paperwork
If you buy a home or refinance one, we need the settlement, or escrow, statement. If you are not sure which one that is, bring the entire packet. If you sold property, we need the sale and original purchase information.

Stock Sales
If you sold stock during the year, we need the original cost! Please be sure you have the "buy" slip for each stock sold. If it is a mutual fund, we need the year end statement for each year of ownership (unless the company sends you a breakdown of the average cost per share).