1224 East Katella Ave
Suite 108
Orange, CA 92867

(714) 639-3234 

q     Most Recent 2010 Paycheck  (To Verify Current Withholdings)

q     Interest Income (1099)  (credit union, bank, taxable interest)

q     W-2 Statements

q     Year End Investment Statements (403(b), IRA, 401k, other)

q     Stock Sales-Dividends  (brokerage statement, cost basis)

q     Pension Distributions (1099-R)  (IRA, annuities)

q     Rental Property  (income, expenses, property info)

q     State Refunds  (statements)

q     Last Year’s Tax Return (First Year Clients Only)

q    Mortgage Interest (1098)

q    Property Tax

q    Car Registration (licensing fee)

q    Charity and Cash Donations

q    Job-Related Expenses: Union Dues, Subscriptions, Prof Dues, Tools  

                      For Job, Books, Teaching Supplies, Job Search, Conferences, etc.

q    Education Expenses (i.e.: master’s, credential)

q    Student Loan Interest

q    Travel Related to Work  (do not include regular commute)

q    Auto Expenses Related to Work (mileage, auto fees)

q    Charity Work

q    Second Job or Business

q    Home: Did You Sell, Buy, or Refinance?

q    Medical / Dental Expenses (7.5% AGI)