Please Bring...

  • Social Security Card or Individual Taxpayer Identification Number (ITIN) Card (for each person listed on the return)
  • Photo Identification (for you and your spouse if filing jointly)
  • Your Spouse must be present to sign the return
  • Routing and Account Numbers for your Checking and/or Savings Account

Tax Forms

If Applicable

  • Wages - W-2
  • Interest - 1099-INT
  • Dividends - 1099-DIV
  • Retirement Plans - 1099-R
  • Gambling Winnings - W-2G
  • Social Security Benefits - SSA-1099
  • Miscellaneous Income - 1099-MISC
  • Sale of Stock - Consolidated Form 1099-B
  • Tuition - 1098-T and a detailed Student Account Statement
  • Health Insurance Information - 1095-A,B,C
  • Copy of Last Year's Tax Return

Additional Deductions

  • Records of Charitable Contributions
  • Homeowner Mortgage Interest - 1098
  • Property Tax Bill
  • DMV Registration Form
  • Interest You Paid on Student Loans - 1098-E
  • Day Care Expenses you Paid for your Children - Bring Provider's Name, Address, & Tax ID or SSN
  • Landlord Info - Name, Address, and Phone Number
  • Business Incomes and Expenses

Appointments Are Needed for the Following

  • Foreign Students with F, J, M, or Q Visas
  • Those in Need of an ASL Interpreter
  • Sale of Principal Residence
  • California Domestic Partnerships
  • Applying for Individual Tax ID Number (ITIN)
  • Cancellation of Debt
  • Spousal Injury Form

Call Jane O'Hollaren at (510) 574-2026


Out of Scope

  • Married Filing Separately
  • Expenses over $25,000 for Sole Proprietors
  • Business Losses
  • Depreciation Expenses
  • Home Office Expenses
  • Rental Income with Rental Expenses
  • IRA Conversions
  • 16 or More Stock Transactions
  • Split State Income
  • Non-Resident Aliens - 1040NR
  • Other Topics May Also Be Out of Scope