To start the process. ​

​​

Fill out our Clients Questionnaire Form. 

 

​Click on the Link below, this will direct you to a secured portal to where you will be sending in your Tax documents or Simply type in https://verifyle.com/@malayatax 

​

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

 

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