Select Page

Resources

Where’s My Refund?

You’ll need to provide the following information from your tax return:
  • Your Social Security Number (or Individual Taxpayer Identification Number)
  • Your Filing Status
  • Your mailing address for CA tax refund
  • The exact whole dollar amount of your refund

For IRS refund click here:

For CA refund click here:

Tax Links

Internal Revenue Service (IRS) – www.irs.gov

IRS Forms and Publications – www.irs.gov/formspubs/index.html

Franchise Tax Board (FTB) – www.ftb.ca.gov

Employment Development Dept. – www.edd.ca.gov

California Department of Tax and Fee Administration – www.cdtfa.ca.gov

California Secretary of State – www.ss.ca.gov

Small Business Links

Small Business Tax Basics
Small Business Tax and Management
Business Town
Social Security Administration
Small Business Administration

What Should You Bring to Your Tax Interview?

DOWNLOAD PDF
Personal Information for Each Family Member:
  • Name
  • Date of Birth
  • Driver’s License or a Photo Identification Card
  • Social Security Card /ITIN/ATIN
  • Last Year’s Tax Return
Healthcare Information:
  • Proof of Health Insurance for entire household
  • Form 1095-A if received healthcare from a Federal or State Marketplace
  • Bring 1095-B and 1095-C forms
Direct Deposit Information
  • Please bring a voided check or have the routing and account numbers for your bank account if you would like your tax return direct deposited into your account.

Income and Tax Information:

  • W-2’s
  • Interest (1099- INT or substitute)
  • Dividend Slips (1099-DIV or substitute)
  • Miscellaneous Income (1099-MISC)
  • Stock Sales (1099-B or Broker Statement)
  • Pension Income (1099-R)
  • Self-Employment Income and Expenses
  • Sale of a Personal Residence
  • Rental Income and Expenses
  • Gambling or Lottery Winnings
  • State Income Tax Refund
  • Estimated Taxes Paid
  • Social Security or Railroad Retirement
  • IRA or 401(k) Distribution
  • Unemployment Compensation

Small Business Tax Information:

  • 1099-K Payment Card and Third Party Network Transactions
  • Self-Employment Income and Expenses
  • Business Profit and Loss Statement
  • Business Balance Sheet
  • Sales of any Business Assets
Deductions/Adjustments:
  • Medical Expenses
  • Real Estate or Personal Property Taxes
  • Mortgage Interest
  • Charitable Contributions
  • Employee Business Expenses
  • Gambling Losses
  • Moving Expenses
  • Traditional IRA Contributions
  • Higher Education Expenses
  • Educator Expenses
  • Student Loan Interest
Tax Credits:
  • Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN)
  • Adoption Expenses
  • Retirement Savings Contributions
  • Bring 1098-T Education Tuition Statement