Tax Worksheets

What should you bring to your appointment?

Income Tax Appointment

Social security cards or numbers for all dependents
Date of birth for you and all your dependents
W2’s, 1099″s
If you were covered under Covered California you need to bring Form 1095-A to your appointment

If you have dependents 18 years old or younger please bring any school report for the year, shots records, or any other document that will show a presence in the country.
If you have a student attending college, university or trade school – you need to bring Form 1098-T, and the total amount spent in books and materials. This form comes under the sudent name.
Please check the General Information worksheet for additional items needed and for specifics items please refer to the worksheet associated with the type of work that you do.

Bookkeeping Appointment

Check Stubs
Cash Receipts
Bank Statements
Credit Card Statements
Merchant Statements
New Equipment Invoices
New Equipment Invoices
Payroll Reports –
DE9, DE9C – 941- 940, W9’s
Petty Cash detail & Receipts


These worksheets were specially designed to help you organize and maintain a record of your business and employee work related expenses. Select the type that best fits your line of work and print off a copy to keep track of your tax deductible expenses.

All forms require Adobe Reader. You can download it here.


IRS Forms and Publications

IRS Refund Cycles Chart

Franchise Tax Board (California)

FTB Forms and Publications

Social Security Administration