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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.

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  • Tax Planning
  • Problem Resolution
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  • Detailed financial statements
  • Retirement planning
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  • Buy/sell agreements
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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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