FOR INDIVIDUAL

INDIVIDUAL

Taxpayers should make sure to prepare the following information when making tax declaration:

Taxpayer's ID (driver's license, passport, or any valid personal identification used to identify the type of resident)

Taxpayer's social security card number or tax number

Taxpayers need to know their marital status and the dependents in their family

A taxpayer's tax return for any year last year or before

Any w-2 form, 1099 form, bank statement, wealth management company statement, k-1 form received by the taxpayer (all required)

Any 1098 form received by the taxpayer (all required)

Information on day care for children or adults in the taxpayer's home and receipt of fees (please obtain from the day care centre)



Contact US

Address:14726 Ramona Ave, 4th Floor, E9

Chino, San Bernardino County, 91710, USA

Phone:(626)921-2929 / (909)300-5688 / (714)878-4843

Fax:(909)614-7120

Email:info@szcpas.com