Personal Income Taxes

Personal Documents

• Photo ID (For you and your spouse)
• Social Security Cards or ITIN Letter
• Birth dates for you, your spouse, and the dependents you are claiming
• Bank account and routing number
• 2020/2021 tax returns
• Identity Protection PIN (IP PIN), if you have one.

Income

• W-2 form(s) for all your jobs from 2022.

Self-Employment Income

• 1099 NEC and/or 1099 MISC
• P&L Statement
• Record of estimated tax payments
• EIN
• Business Name
• Business Vehicle Info: Mileage and/or Expenses

*For a full list please download the document at the bottom of this page.

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• Would you like to learn the difference between an employee and a contractor? To learn more about Assembly Bill No.5 (AB5) click here.
• Provide your contractor with a W-9 and have them fill it out, you keep the form for your records, click here for the latest form.
• Use the information on the W-9 to provide your contractor(s) a form 1099, click here for the latest form.
• For assistance please contact me to schedule an appointment. 
• Remember to provide your contractor with a form 1099 by January 31st.

• Tax returns and supporting records, like receipts - 3 years
• Employment tax records - 4 years
• If you didn't report income that you should have and it's more than 25% of your gross income shown on return - 6 years
• If you file a claim for worthless securities or bad debt deduction - 7 Years

*This information was obtained from Nerdwallet to learn more visit Nerdwallet.com