EAST LA TAX

HOME CONTACT FILE YOUR TAXES

FILE YOUR TAXES

CUSTOMER DATA ENTRY

TAXPAYER

SSN*

FIRST NAME*

MIDDLE NAME

LAST NAME*

SUFFIX

DATE OF BIRTH*

OCCUPATION*

PHONE*

EMAIL*

RESIDENCE

STREET ADDRESS*

CITY*

STATE*

ZIP*

COUNTRY*

SELECT FILING STATUS

SINGLE

MARRIED - FILING JOINTLY

MARRIED - FILING SEPARATELY

HEAD OF HOUSEHOLD

QUALIFYING WIDOWER

SPOUSE

SSN

FIRST NAME

MIDDLE NAME

LAST NAME

SUFFIX

DATE OF BIRTH

OCCUPATION

PHONE

EMAIL

DEPENDENTS

DO YOU HAVE ANY DEPENDENTS?

YES

NO

EMPLOYMENT INFORMATION

ARE YOU EMPLOYED?

YES

NO

HAVE YOU RECIEVED UNEMPLOYMENT?

YES

NO

ARE YOU SELF EMPLOYED?

YES

NO

DECLARATION OF SELF-EMPLOYMENT INCOME

MAIN PROFESSION

BUSINESS NAME

FEDERAL TAX ID (EIN)

ANNUAL GROSS SALES/RECEIPTS

BUSINESS EXPENSES

BUSINESS EXPENSES

ADVERTISING EXPENSE

OFFICE EXPENSE

CAR EXPENSE / MILEAGE

RENT - VEHICLE, MACHINERY

COMISSION AND FEES

RENT - OTHER

INSURANCE

SUPPLIES

TAXES AND LICENSES

TRAVEL EXPENSES

EMPLOYEE WAGES PAID

MEALS AND ENTERTAINMENT

MORTGAGE INTEREST

UTILITIES

PRIOR DEPRECIATION

REPAIRS / MAINTENANCE

OTHER

CONTRACT LABOR OR WAGES PAID

DAYS ON THE ROAD

OFFICE IN HOME - TOTAL SQUARE FOOTAGE OF HOME

PREVIOUS YEAR TOTAL BUSINESS EXPENSES

EDUCATION INFORMATION

DID YOU OR ANYONE IN YOUR HOUSEHOLD ATTEND COLLEGE?

YES

NO

STUDENT ACKNOWLEDGEMENT / EDUCATION CREDIT & DEDUCTIONS FORM 8863

WHO ATTENDED COLLEGE?

TAXPAYER

SPOUSE

DEPENDANT

YEARS ATTENDED COLLEGE

FIRST NAME

LAST NAME

INSTITUTION DETAILS

STREET ADDRESS

CITY

STATE

ZIP

COUNTRY

PHONE NUMBER

ARE YOU DELIQUENT IN ANY OF THE FOLLOWING?

SELECT ALL THAT APPLY

CHILD SUPPORT

ALIMONY

STUDENT LOANS

BACK TAXES

SELECT ALL THAT APPLY

SOMEONES DEPENDENT?

BLIND?

ACTIVE DUTY MILITARY

HAS MEDICAL INSURANCE

WOULD YOU LIKE TO DONATE $3 TO THE PRESIDENTIAL ELECTION FUND?

CONFIRMATION

CHECK

DIRECT DEPOSIT

MONEY CARD

SUBMIT TAX DOCUMENTS

EXAMPLE OF DOCUMENTS TO SUBMIT

W-2 Forms: Reports annual wages and tax withholdings from employers.
1099 Forms:
- 1099-MISC: Miscellaneous income.
- 1099-INT: Interest income.
- 1099-DIV: Dividends from investments.
- 1099-R: Distributions from pensions and retirement accounts.
- 1099-G: Government payments like unemployment or tax refunds.
Income Statements:
- K-1 Forms: Partnership, S corporation, or trust income.
- Income from Rental Properties: Documentation of rental income and expenses.
Social Security Statements: Shows Social Security benefits received.
Proof of Deductions:
- 1098 Forms:
  - 1098-E: Student loan interest paid.
  - 1098-T: Tuition payments.
  - 1098 Mortgage Interest Statement: Mortgage interest paid.
Health Insurance Forms:
- 1095-A: Marketplace insurance.
- 1095-B or 1095-C: Employer-provided health insurance.
Records of Expenses:
- Receipts for charitable contributions.
- Medical expense records.
- Business expenses (for self-employed individuals).
State and Local Tax Documents:
- State income tax refund (if applicable).
- Personal property tax statements.
Bank Statements:
- For interest income and certain expenses.
Investment Statements:
- Capital gains and losses from brokerages or financial institutions.
Records of Alimony Paid or Received: If applicable.

SELECT TAX DOCUMENTS