07/09/2026
Here's a list of tax documents your tax preparer will need.
- Form(s) W-2
- Form(s) 1099 Interest and dividend income
- Schedule(s) K-1 (income/loss from partnerships. S corporations, etc.)
- Forms(s) 1098 (mortgage interest) and property tax statements
- Brokerage statements from stock, bond or other investment transactions
- Closing statements pertaining to real estate transactions
- Form(s) 1099-K (Merchant Card and Third Party Network Payments)
- All other supporting documents (schedules, checkbooks, etc.)
Again, we appreciate your business and thank you for your continued patronage.
Email or call us today to schedule an appointment.
Baroumand & Associates, Inc.
[email protected]
(925)743-1877