7715 Garden Grove Blvd, Garden Grove CA 92841 | taxcntroc@aol.com
 
 
Tax Center of Orange Coast
 
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Tax Preparation Checklist

The following items should be on hand when you file your taxes. We can never stress the importance of record-keeping enough. Always keep the following with your important paperwork and bring them out before you start working on your tax return
 
  • Prior year's tax return
  • Forms 1099-INT, 1099-DIV, 1099-OID for interest and dividends
  • Forms W-2 for wages
 
  • All information for sales of stocks or business assets (date purchased, amount paid, date sold, sales price)
  • Business and rental income
  • Forms 1099-G for unemployment and other government payments
 
  • Forms 1099-R for retirement distributions
  • Schedules K-1 for partnerships, S corporations, estates and trusts
 
 
Laguna Beach Sunset - Tax Services in Garden Grove, CA
 
US Tax Form 1040 - Tax Services in Garden Grove, CA
 
All receipts for the following:
 
  • Home mortgage interest
  • Property taxes
  • DMV registrations
 
  • Charitable donations
  • Unreimbursed employee business expenses
  • Closing statements for refinances of mortgages
 
  • Medical and dental expenses
 
 
Payroll - Tax Services in Garden Grove, CA
 
Couple Discussing Financial Plan - Tax Services in Garden Grove, CA
 
All receipts for business and rental expenses summarized by type of expense. Examples:
 
  • Total mileage for vehicles
  • Total mileage used for business for vehicles
  • Auto expenses
 
  • Materials expense
  • Labor expense
  • Office expense
 
  • Utilities
  • etc., etc., etc.