To Qualify

you Must have an adjusted gross income of $60,000 or less, which includes the following

// Wages

// Pensions

// Self-Employment income

// Capital gains, dividends and interest

Businesses that file a Schedule C are allowed

Other Limitations

// No corporations or partnerships

// Businesses cannot have a loss or more than $25K in expenses

// No part-year residents or out-of-state income

// No rental properties

What to Bring

Please bring copies of the following to your tax appointment

1. Photo identification for you and your spouse (if applicable)

2. Social Security card (SSN) or Individual Taxpayer Identification Number (ITIN) letter for everyone who will be listed on the tax return

3. Intake Worksheet and Virtual Taxpayer Consent Form (see below)

4. All tax related documents: W-2s, 1099 s, 1098-T, 1098- E, etc. 

5. IRS of Letter 6475 for EIP (Stimulus) payments

6. IRS Letter 6419 that provides the total amount of Advance Child Tax Credit payments that were disbursed to you during 2021 (if applicable).

7. Your health insurance letter Form 1095-A and Form 3895 California Health Insurance Marketplace Statement, if you had insurance through the Marketplace, Covered California or Obamacare)

8. Your last year tax return

9. Childcare provider's name, address, Tax ID number, and phone number (if applicable)

10. If you have a business, provide an expense report spreadsheet or equivalent

11. A voided check for fast, secure and easy direct deposit

12. Upon completion of the tax return, if you are filing jointly with your spouse, both parties MUST be present to sign the tax return.