What do I bring to my first meeting?

• Last year's tax return
• A completed "organizer" ( We will send you a blank organizer for completion for current year data or you may use one sent to you by your previous tax preparer.)
• All W-2's and 1099's
• Current year escrow papers for new properties/refinances
• Brokerage statement showing the entire year's activity
• Most recent paystubs
• List of any changes in household status/dependents
• List of questions you may have

How long should I keep my tax returns?

The IRS may go back three years or two years from the time a return is filed. California and most states may go back four years. Sometimes a specific form from a prior year needs to be referenced to properly prepare a future year. If you are uncertain as to whether to keep a specific year, you may want to keep all tax returns indefinitely.

Where do I send my estimated tax payments?

All California residents, send your IRS payments to:

IRS
PO Box 510000
San Francisco CA 94151-5100

All California residents, send your FTB payments to:

Franchise Tax Board
PO Box 942867-0031
Sacramento CA 94267-0031

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