California Taxes – Tax Accountants – Tax Service in Los Angeles, California

Preparation

Please bring anything you think might be work or tax related even if not on the list. If you are a new client, please bring your last filed return.

We accept these credit cards:
card

The Basic

Please bring the following basic information

    Required Information

  • W-2s
  • 1099s
  • Interest Paid
  • Interest Earned
  • Property Tax Paid
  • DMV Oaid
  • Stock & Dividend Information
  • Partnership K-1s
  • Settlement Statements on house or any real estate purchase For homebuyers credit signed HUD
  • Charitable Contributions, Cash/Non-Cash, Volunteer Miles
  • Medical Insurance
  • Out Of Pocket Medical
  • Moving Expenses













































Expenses

Each category should include all sources of payment, cash check or charge
    For Home Office

  • Rent
  • Utilities
  • Security
  • Renter Insurance
  • Repairs
  • Cleaning, If over $1600 may need to file employment forms please ask

  • Auto Information

  • Insurance
  • DMV
  • Repairs
  • Mileage And Dates
  • Gas
  • AAA, Car Washes
  • Auto Lease, and Rent
  • Oil Change Receipts

  • Equipment Purchased

  • Description
  • Date Purchased
  • Cost

  • Office Furniture Purchased

  • Description
  • Date Purchased
  • Cost

  • Travel

  • Where Went
  • Dates
  • Purpose
  • # Days Away
  • Trainee Log
  • Appointment Book

Expenses

Each category should include all sources of payment, cash check or charge

    Example Categories A-O

  • Accounting
  • Advertising
  • Agent
  • Business gifts, Limited to $25 per person per year
  • Cable, Seperate Premium Channels
  • Classes
  • Coaching
  • Contest entrance fees
  • Copyright registration
  • Directory listing
  • Player directory
  • Domain/web server
  • Dues subscriptions
  • Education/acting
  • Film & Developing
  • Film festival fees
  • Headshots
  • Insurance-Equipment
  • Insurance-liability
  • Internet
  • Legal
  • Manager
  • Meals Business
  • Meetings & Seminars
  • Memberships
  • Messenger/delivery
  • Movies, Tape Rentals, Theater Tickets
  • Office supplies
  • Online Service fees
  • Options
  • Outside service

Expenses

Each category should include all sources of payment, cash check or charge


    Example Categories O-Z

  • Pager
  • Parking (Meter & Valet)
  • P O Box rental
  • Portfolio/resume
  • Postage
  • Printing
  • Professional Library
  • Promotion
  • Publicity
  • Rent-Equipment
  • Rent-Rehearsal
  • Rent-Studio
  • Rent-Theatre
  • Repairs-Equipment
  • Research/archiving
  • Small equipment/tools/kit
  • Special wear/gear
  • Software
  • Storage-work related
  • Telephone-fax
  • Telephone-cell
  • Telephone-home
  • Transportation-local
  • Travel, Air, Hotel, Train, Ship, Car Rental, Shuttle, Tips
  • Travel, dry cleaning
  • Wardrobe & make-up (performers)
  • Work boots
  • Union dues