What to Bring to your Appointment: 

• Required: All taxpayers must be present with photo identification

• Required: Original Social Security Cards or ITINs for tax filers and dependents

• Last year’s tax return (tax year 2022)

• W-2 from your job/employer

• Total Cash income & 1099 Misc from a Job or Uber, Lyft, Postmates, etc.

  • VITA: Business expenses are limited to $20,000

• 1099 G from EDD/Unemployment

• 1099 R from Retirement Income

• 1099 SSA from Social Security Administration (Not SSI)

• 1099 INT for Interest income (savings or bank account)

• 1099 DIV from Dividends

• W-2 G from Gambling

• Form 1095A for health insurance purchased through Covered CA

  • (We do not need 1095B nor 1095C)

• Identity Protection Personal Identification Number (IP PIN) issued by the IRS

• Bank account number for fast and secure direct deposit of your refund.

 

Forms for credits and deductions:

• Self-Employment Deductions: Receipts & invoices related to self-employment; and total mileage for car deduction

• Education Credit: Form 1098T Tuition form for you or anyone on the return attending college

  • Education Credit: Complete tuition and financial aid statements, and/or receipts for required textbooks, technology, and software. 

  • Note: Housing, parking, and food is not included in the Education Credit.  

• Form 1098E Interest paid on Student Loans

• Form 1098 Mortgage and Property Tax

• Donations over $500 require a letter

• Medical expenses: Receipts

• Child Care credit: Name, Address, Social # and Phone Number of your Child Care provider

• ITIN Applications & Renewals: valid photo identification and birth certificate OR a valid passport.​

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Returns that are considered Out-of-Scope:

• Incomes more than $60,000

• Married Filing Separately returns (If you are legally married & file alone - you may be a Married Filing Separate taxpayer - this is out of scope and we will not be able to assist you).

• Self-employed or cash income with:

  • Taking expenses with no proof (receipts, documented mileage, etc. are required)

  • Business related expenses over $20,000

  • Have a loss

  • Businesses with employees, inventory, or business property.

• Returns for companies and/or businesses

• Cancelled debt income (Forms 1099C and 1099A) for foreclosures or short sales.

• Handwritten tax documents (W-2, 1099, 1098, etc.)

• Returns for visitors, such as “F,” “J,” “M,” or “Q” visas, that require a 1040NR tax return.

• Foreign Income

• Royalty Income

• Partnership or income from an LLC (Form K-1)

• Returns with the sale of stocks with more than 20 sales.

• Returns with sale of cryptocurrencies.

• Returns with AirBNB rental income.

 

Forms that WE DO NOT NEED:

• Supplemental Security Income (SSI)

• Child Support

• Veterans Benefit

• Life insurance when someone passes

• Settlements not related to a job or employment

• CalFresh or food assistance

• CalWorks or welfare cash assistance from the county

• Inheritance, gifts, or bequests

• Alimony for divorces after 2018

• Money from a scholarship is not taxable. However, if you use the money for room and board, or use it to pay other personal expenses, that portion is normally taxable.

• Health insurance from an employer or county (Forms 1095B and 1095C)

 

These are not taxable