What You’ll Need For The Upcoming Tax Season
Documents Needed For Filing
Client Engagement Letter
Income Tax Documents (W2s & 1099s)
Expense Documents (Includes but not limited to a profit & loss statement or categorized summary, 1098T form for college tuition, mortgage interest & property tax statements, vehicle registration, etc)
Marketplace Healthcare Form (1095a if insured through Covered California)
All PINS issued from the IRS for filing
Your previous year’s tax return if you did NOT file with ESA last year
Documents NOT Needed For Filing
Personal receipts
Bank statements
Proof of health coverage (1095b or 1095c forms)
Important Deadlines
1099s must be sent to the IRS and contractor workers by Jan. 31st – Information should be submitted to our office in December if you need these distributed
April 15th is the IRS Tax Filing & Payment Deadline