To start the process. ​

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Steps:

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1. Fill out our Clients Questionnaire Form. 

2.Please provide the following documents that apply to your filing status:

Personal:

• You and your spouse’s (if married) copy of Social Security Card

• Copy of your driver’s License/ID 

• Current address/ telephone number

• Job Title 

• Copy of your last year’s tax return

 

Dependent(s):

• Birthdates and Copy of Social Security Card  or other tax ID numbers

• Childcare records (including the provider's tax ID number) if applicable, will also need a copy of a receipt

 

Income

• Employed- W2 Forms

• Unemployed- 1099 G

• Self- Employment- 1099-NEC, 1099-K (Records of all expenses)

• Rental Income

• Retirement Income- Pension/IRA/Annuity (1099-R) Social Security (SSA-1099, RRB-1099)

• Savings, Investments or Dividends- 1099 INT, 1099-OID, 1099-DIV, 1099 B, 1099S, 1040ES

• 1099-B and/or 1099-DIV for cryptocurrencies

• Other Income & Losses- 1099-G, W-2G, 1099-MISC, 1099-SA or 1099-LTC

 

Home Ownership

• Form 1098 or other mortgage interest statements

Charitable Contribution

• Cash amounts donated to religious organizations, schools and other charitable organizations

Other Expenses

• Health Insurance- Form 1095-A (Covered Ca)

• Childcare Expenses- Daycare paid for a child under age 13, wages paid to a babysitter

• Educational Expenses- Forms 1098-T from schools, Form 1098-E for student loan interest

• Retirement & other savings- Form 5498-SA showing HSA contributions, Form 5498- IRA​

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​Click on the link below to be redirected to a secure portal where you can upload and send your documents safely.

 https://verifyle.com/@malayatax 

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If you need further assistance, please call our office at 562-575-6900​

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