– Your last years tax return copy. Both Federal and State (please note: I will need ALL depreciation schedules for both CA and the feds for all of your properties, this is very important to ensure we have the maximum deduction legally possible.)
-Income for the year we are going to prepare (w-2’s, 1099’s, interest income, dividends, k-1, stocks sold require cost basis, contact us should you have any questions regarding this.)
-Expenses: (expenses are to be totaled for me. If you have your own method of keeping track, that is fine, should you want to see a worksheet for guidance please visit our ‘Worksheets’ page. Please total all income and expenses for each rental property separately.)
-Name, DOB, and SSN for any dependents or spouse (make sure they match up with the Social Security card)
-If you own a house: mortgage interest and property taxes paid
-If you are still paying off any student loans: the interest paid is tax deductible please bring that in as well.
-Health insurance proof-for entire year, your employer should provide you with a statement if they provided coverage for you for said year.