Tax forms they prepare are Form 1040 (U.S. Individual Income Tax Return) and CA Form 540 (California Resident Income). These services are available to people with household annual income of $56,000 or less. Both spouses must be present for joint returns.
What to bring on the day of your visit:
- A valid CA Driver’s License, ID, or Passport
- Social Security Numbers or ITINs for the Taxpayer, spouse and dependents
- Birth Dates for the Taxpayer, spouse, and dependents (month, date, and year)
- Tax Documents (Forms W-2, W-2G, 1099-R, 1099-INT, 1099-DIV, 1099-MISC, and all other tax documents)
- Blank “voided” check for direct deposit of refund
If this applies to you, also bring:
- All Forms 1095, Health Form Statements
- California Renters’ Credit - Landlord’s name, address, and phone number
- Day Care Providers Information, including total amount paid for day care per child, day care provider’s name, address, phone number, and tax ID number
- Total Education Expenses (books, laptops, etc.)
