$99 Flat Tax Preparation

Taxpayer and Dependent Information

• You and your Spouse’s Social Security number(s) and Social Security numbers for all Dependents.
• Name and dates of birth for all dependents.
• How long each dependent lived with you (this is important when calculating the Child tax credit.)

Scanned copies of the following documents:

• Income from jobs: forms W-2 for you and your spouse or SSA 1099 statements.
• Investment income or Mortgage expenses: forms 1099 for any interest paid or received, and stock dividends.
• Income from state and local income tax refunds and/or unemployment: forms 1099-G.
• Taxable alimony received (divorces finalized before January 1, 2019) Alimony received after this date is not Taxable.
• If you use your home for business—home size, office size, home expenses, office expenses.
• IRA/pension distributions—forms 1099-R.
• Income from sales of property—original cost and cost of improvements, escrow closing statement, cancelled debt information (Form 1099-C)
• All other income—jury duty, gambling winnings, Medical Savings Account (MSA), scholarships, etc.

Adjustments to Your Income:

• IRA contributions.
• Student loan interest.
• Health Savings Account (HSA) contributions.
• Moving expenses (only moves INTO California are eligible)
• Self-employed health insurance premium payments.
• Self-employed pension plans.
• Alimony paid (applicable to divorces finalized before January 1, 2019)
• Educator expenses.

Tax Credits and Itemized Deductions

• Childcare costs—provider’s name, address, tax id, and amount paid.
• Education Expenses for yourself and all Dependents —forms 1098.
• Home mortgage interest and points and real estate taxes paid—Forms 1098.
• Charitable donations—cash amounts and value of donated property, miles driven, and out-of-pocket expenses.
• Casualty and theft losses—amount of damage, insurance reimbursements.
• Medical and dental expenses more than 7.5% of Federal Adjusted gross income
• Green Energy credits and Electric vehicle credit.