INFORMATION SHEET FOR FILING TAX RETURN

TEL: 714-229-1322 FAX: 714-849-5497

Email: info@taxestoday.net


Documentation Required for Tax Filing

Please ensure that you provide all the necessary documentation listed below to facilitate the accurate preparation of your tax returns:

  • Do you own a house/property? If yes, please provide your Form 1098 and any relevant tax information by fax or email.
  • Were you employed during the last year? If yes, please fax or email your W-2 or 1099 forms, alongside any pertinent expense reports.
  • Do you own a business (excluding corporations)? If so, please provide all related business income and expense documentation.
  • Are you, your dependent, or your spouse currently enrolled as a student? Please provide the necessary documentation.
  • Did you pay for childcare services? Please provide documentation from the provider, including their name, tax ID, and contact details.
  • Do you have additional information that may impact your tax filing? Please detail in the space provided below.
  • Do you possess health insurance documentation? Please provide Form 1095-A, B, or C, if available.
  • Can you provide a copy of your identification? Please provide a copy of your ID or driver's license.



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