At The Tax Advantage, we are committed to providing personalized service at a reasonable rate. Our prices are less than those of the big chains, and our fees include year-round tax assistance and audit support. Unlike most of the big chains, you will have an enrolled agent with over 35 years experience preparing your tax return. Preparing your taxes can often be a stressful experience, but not if you let us do the heavy lifting for you. All you have to do is bring us the required documents, and we'll take care of the rest. Electronic filing is offered at no additional charge, initial consultations and most California returns are free, and we are available year-round. We also review prior year tax returns at  no extra charge. Please call for a convenient daytime, evening or weekend appointment (no cost or obligation for the initial appointment). See the checklist below for a list of items needed to file your return. We also offer bookkeeping and accounting services, and are well trained in the new tax laws. 

Following is a checklist of most of the items we will need to prepare your tax return: 

[  ] W-2's received from employers
[  ] 1095’s for medical coverage / ACA (if applicable)
[  ] 1099's received from banks, credit unions, state, investments, etc
[  ] Statements regarding sales of stocks & other investments (including cost basis)
[  ] Income from unemployment, alimony, business income, retirement pay, pensions
[  ] 1095's regarding medical coverage/ contributions or withdrawals made to an HSA (include 1099-SA)
​[  ] Recap of accounts or other assets held in foreign countries 
​[  ] List of all virtual currency and digital asset transactions made during the year
[  ] Items purchased on the internet where no sales tax was paid 
[  ] Payroll reports and W-2's for any household workers employed during the year 
​[  ] Sales tax paid on new vehicle purchases 
[  ] Electric vehicles purchased during the year 
[  ] Client Organizer and Questionnaire Worksheet
[  ] Other income such as social security, tips, gambling winnings, rents, royalties
[  ] Income from foreign sources, estates, trusts, scholarships, family leave, etc 
[  ] Social security numbers and birthdays for yourself and dependents
[  ] Interest statements (1098's) from mortgage lenders
[  ] 1099-C and/or 1099-A for short sales, foreclosures, or other debt forgiveness
[  ] Property tax paid on primary residence or other real property
[  ] Receipted donations to charities (cash, check and/or goods)
[  ] Fees and other taxes paid to the DMV and/or the county
[  ] Medical and dental expenses, if significant (over 10% or 7.5% of income)
[  ] Higher education expenses
[  ] Student loan interest
[  ] Adoption costs
[  ] Investment expenses
[  ] Alimony paid
[  ] Tax preparation and advice fees
[  ] Legal fees related to taxable income
[  ] Safe deposit box fees to store investments
[  ] Union dues
[  ] Tools required to be purchased by your employer for use on the job
[  ] Safety equipment that your employer does not reimburse you for
[  ] Uniforms and related cleaning
[  ] Non-commuting job mileage (job to job, errands, etc)
[  ] Job-related education and training
[  ] Classroom supplies for educators
[  ] Books, magazines, professional publications related to your job
[  ] Job travel not paid for by employer
[  ] Job search expenses (in the same field where you are currently employed)
[  ] Moving expenses as they relate to a job location change
[  ] Computers and other equipment required by your employer for use on the job
[  ] Entertainment related to work
[  ] Cell phone charges related to work
[  ] Home office expenses
[  ] Other un-reimbursed work expenses
[  ] Settlement Statement or Closing Disclosure for home purchases, sales, refinances, or new mortgages
[  ] Qualifying energy saving improvements made to your primary residence
[  ] Name, address, phone, and social security number of your child daycare provider
[  ] Copy of your prior year tax return, your current drivers license or other ID, copies of social security cards
[  ] IRA contributions made through the filing deadline
​[  ] Prior year tax return (new clients only) 
(Although some of these items are no longer deductible for federal tax purposes, they may be deductible on your state tax returns.)


Questions?
​Call us at (925)754-9299 or (925)685-2137
Email: tomdhea@proton.me