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.

Read our Be Prepared article.
View our tax appointment worksheet.
Complete our tax questionnaire.
Download our engagement letter.
We accept these credit cards:
card

The Basic

Please bring the following basic information

    Required Information

  • W-2s
  • 1099s
  • Interest Paid
  • Interest Earned
  • Stock & Dividend Information
  • Partnership K-1s
  • Settlement Statements on house or any real estate purchase For homebuyers credit signed HUD



















































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

    • Other Items

  • 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

    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