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On your mark, get set…GO prepare for tax season

January 17, 2019

The combination of running a business and your life and preparing for tax time can drive some people into a slight panic. But no need to get stressed if you are prepared. Now is the time to start organizing all documents required to file your tax return.

Also, consider going completely digital this year. Start by scanning in your paper receipts and other source documents and organizing them within a dedicated online folder. When the time comes, all you’ll need to do is upload your digital documents for our team.

The checklist below will help you start to compile the basics:

  • Copy of last year's return (for first-year clients; include spouse’s return if applicable)

  • Paperwork for dependents, including SSNs and DOBs

  • All proof of income, including W-2s and 1099s

  • List of deductions

Feel free to contact us with questions. We are here to help make tax season as stress-free as possible for you!

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Phone: 925-516-0022
Fax: 925-513-8272

Brentwood Office:
100 Cortona Way, #120
Brentwood, CA 94513

Pleasanton Office:
6200 Stoneridge Mall Rd, #300
Pleasanton, CA 94588

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