Sending us your Tax Return information:
Step 1 of 2
Send us your tax papers
Below is a check list of the different tax forms that are reported to the IRS and shared with state agencies. It's VERY IMPORTANT you send us all forms you received. CarefulIy review if any are missing. If so, you may want to request copies, or order IRS transcripts.
Please don't send us all your receipts. Instead, enter your totals in the worksheets in step 2. (see step 2 in right column)
Papers Check List
Options for sending us
your tax papers digitally
Scan & Upload to Our Secure Server. UPLOAD HERE
(Secure Transfer provided by Sharefile.com)
Don't have a scanner? most Staples have a self-serve scan center for 50 cents a page.
Only have a couple of documents?, W-2, etc. just take a snap shot with your phone & send to us.
Or fax to us. Secured on our end by SFax (HIPPAA Compliant) Please call 951-708-1120 for fax number.
Or mail to us and we will do the scanning for you.
Mailing & Drop-Off Options
Request a USPS Flat Rate Mailing Label click Here
This label must be used with a USPS provided Flat Rate 12.5 x 9.5 Envelope
Drop off Locations
For other Drop-Off or Appointment Options Contacts US
|Step 2 of 2
Complete our tax worksheets
The majority of your tax information will be gathered from your tax papers. Our worksheets are designed to gather any additional information.
Complete the following Online Tax Questionnaire.
Then complete any of the other worksheets that apply to you. Don't Worry if you missed any. Our Questionnaire is designed to determined what other worksheets are required. After reviewing your answers we will guide you through any additional worksheets and/or tax questions.
(Everyone please complete)
(Complete the ones that apply to you)
Donated Property Over $500
Moving Expenses (Job Related)
Employee Job Expenses
Home Office Expenses
Rental Schedule (or download spreadsheet template below)
Business P&L (Only available in spreadsheet download below)
Child & Dependent Care
Residential Energy Credit (Solar/Fuel Cells/Geothermal)
Small Employer Heath Insurance Credit (25 or less employees)
Tax notes (anything you wish to add)
You can also download a PDF version of our Tax Worksheets HereSpreadsheet Templates (downloads)
Business P&L Spreadsheet Template (Sole Proprietor Sch C)
Business P&L Spreadsheet Template (Corporation)
Business P&L Spreadsheet Template (Partnership)
Rental Spreadsheet Template
The above templates are in the Excel 97/2000 spreadsheet format. They can be opened with Microsoft Excel 97 or higher, or with the FREE Apache OpenOffice software.
Click HERE to download your FREE copy of Open Office from OpenOffice.org
After we review your worksheets & tax papers we will contact you regarding any follow-up tax questions we may have.