Client Portal, Tax Preparation, Bookkeeping, and Notary Public

Scan Your Documents Using Android OS

To scan your documents using Android OS: Access "Camera" app Take a picture of your document. Click the upper right button to access additional options. Click "Print" then click yellow button to save as PDF.

Required Documentation

Required Documentation for Tax Year 2021 ALL Taxpayers To help protect your identity and fight tax fraud, please bring a valid government-issued ID (e.g., driver's license, passport). Third Economic Stimulus Payments ($ amounts received) Form 1095 A, B or C Medical & CA 3895 Health Coverage Letter 6475 and Letter 6419 (if applicable) Taxpayers with dependents below 18 years old The Due Diligence Law (IRC §6695) requires documentation as proof of your child's residency to qualify for Child Tax Credit and other refundable credits. Please provide any of the following: School records or letter of statement Healthcare provider statement Medical records Childcare provider records (12 yrs old & under)

Scan Your Documents Using Your iPhone/iPad (iOS 11)

To scan your documents using your iPhone/iPad (iOS 11): Access your "Notes" app. Click the "Create New Note" icon. Click the "Camera Icon" button. Click "Scan documents" Start scanning. If scanning multiple documents, keep scanning until done and save documents.

Tax Office & Associates™ 1-2-3 EZ Tax Client™

We believe every taxpayer deserves the right to have their very own tax professional. All of our products and services are presented in an easy to understand 1-2-3 EZ format. Our services are always transparent and we never hide fees. But it is our personal touch and promise to always think of others first, to go the extra mile, and to always be excellent that makes the real difference. Pick your service and pick your price. We make tax planning, tax preparation, and tax resolution EZ to understand and EZ to afford.

Tax Services Agreement

Open and download Tax Office & Associates™ Tax Services Agreement Ebook. No work will be started without a signed Tax Services Agreement. The Tax Services Agreement outlines the Terms & Conditions and Policies & Procedures, regarding the scope of work to be completed. This document is important and protects both the Client and Tax Office & Associates™.

Tax Office & Associates™ Welcome Letter

Tax Organizer & Questionnaire

Open and download Tax Office & Associates™ Tax Organizer & Questionnaire Ebook. The Tax Organizer & Questionnaire provides us with important tax information to properly prepare your tax return. Filling out the Questionnaire is an important step in your tax representation. The more information you provide, the better protected you are that no tax issues will be missed, underreported, or omitted.

GET ORGANIZED Additional Tax Organizers

Open and download Tax Office & Associates™ Get Organized Ebook. The Tax Organizer & Questionnaire provides us with important tax information to properly prepare your tax return. Filling out the Questionnaire is an important step in your tax representation. The more information you provide, the better protected you are that no tax issues will be missed, underreported, or omitted.

Cryptocurrency and Taxes

Open and download Tax Office & Associates™ Cryptocurrency and Taxes Ebook. Investing in cryptocurrency along with the anticipation of high returns can be exciting, but taxes on cryptocurrency can quickly dampen that excitement. Because of the nature of cryptocurrency and its ability to be used transactionally, unlike securities, its taxability can be confusing. Let Tax Office & Associates™ help with your cryptocurrency taxes.

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