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We can help improve your Net Income Reduce Tax Liabilities and guide you in making quality choices for your financial future.

  • Individuals
  • Businesses
  • Tax Planning
  • Problem Resolution
  • Bookkeeping services
  • Budgeting and financial forecasting
  • Cash flow monitoring
  • CFO services
  • Detailed financial statements
  • Retirement planning
  • Estate planning
  • Buy/sell agreements
  • Employee benefit plans
    & More

Other
Services

  • Real Estate
  • Insurance

Servicing the SoCal community with information and improving financial health & wealth

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2020 Tax Info Sheet

    Social Security Number *
    Birthdate *
    Spouse Social Security Number
    Spouse Birthdate
    Address 1 *
    Address 2
    Home Phone Number *:
    Work Phone Number:
    Cell Phone Number*:
    Spouse Cell Phone Number:
    Your Email *
    Total of Dependents
    Number of Children
    Non-Children

    >>>>>>>> Dependents <<<<<<<<

    Dependent #1 First Name
    Dependent #1 Last Name
    Dependent #2 First Name
    Dependent #2 Last Name
    Dependent #3 First Name
    Dependent #3 Last Name
    Dependent #4 First Name
    Dependent #4 Last Name

    >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>><<<

    Did you receive Unemployment?:
    How many W-2's received?:
    Any 1099's?:
    How many 1099's?:
    Cash out a retirement?:
    Health care all year?:
    Employer paid health?:
    Health care stmt attchd?:

    >>>>>>> CHILD CARE <<<<<<<<

    Name:

    Address:

    >>>>>>>> DONATIONS / CHURCH <<<<<<<<

    Name:

    Address:

    Amt donated:

    >>>>>>>> SCHEDULE C INFORMATION (Sole Proprietor) <<<<<<<<

    Business Name:

    Business Address:

    Bus. Tax ID:

    >>>>>>>> Landlord (If you rent) <<<<<<<<

    Landlord Name:

    Landlord Address:

    Landlord phone:

    >>>>>>>> BANK INFORMATION FOR DIRECT DEPOSIT <<<<<<<<

    Bank Name:

    Bank Account#:

    Bank Routing#:

    Account Name:

    Deposit into?:

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