WHAT TO BRING, SEND, EMAIL OR FAX TO ACTORS TAX PREP
ALL INCOME STATEMENTS FROM THE TAX YEAR

This may include (but is not limited to) these documents:

• W-2s
• 1099-Misc (for non-employee compensation, rents and royalties)
• 1099-Int (for interest paid to you)
• 1099-Div (for dividends you received)
• 1099-B (for proceeds of sale of stocks, bonds, securities)
• 1099-G (for unemployment, state tax refunds or other gov payments.)
• 1099-R (for income from retirement accounts)
• Social Security income
• Alimony received

Bring any of THE ABOVE, AND ANYTHING IN WRITING WHICH SAYS SOMEONE PAID YOU MONEY DURING THE TAX YEAR!

• YOUR COMPLETED and Signed Letter of Engagement

  The IRS will not let any Tax Prep service work on your behalf without your written consent in the form of a Letter of Engagement. Print the letter and bring it in to speed up the process.

• YOUR COMPLETED INFO SHEET & EXPENSE LIST

  If you kept your expenses in another manner (EXCEL spread sheet, Performer Track or equivalent) that works too. Receipts are not required for us, but you must have and retain receipts for the tax authorities.

  Be sure and complete your car information on the Info Sheet, and please update any changes to name, address, marital status, dependency, etc.

• MORTAGE INTEREST

  if you had it. Please enclose Form 1098 from your lender.

• RECORD OF TAXES PAID

  Real estate, personal property taxes, auto registration taxes, etc. Please include the forms you received.

• STUDENT LOAN

  (if applicable)

  Please enclose the notice showing the amount of interest you paid.

• IF YOU ARE A NEW CLIENT, PLEASE ENCLOSE OR BRING LAST YEAR'S TAX RETURN.

HOW CAN I GET ALL THIS STUFF TO ACTORS TAX PREP?

YOU HAVE A VARIETY OF CHOICES

MAIL TO:

We recommend Priority Mail or an Overnight Service.

FAX TO:

(818) 748-1565 (please call and alert us to the fax)

EMAIL TO:

David@ActorsTaxPrep.com
Just scan all your documents into a computer, then create a pdf file and send it to us an attachment to an email. (We can email your completed returns back to you the same way.)

QUESTIONS:

Call anytime, (818) 557-3355 or
(800) 316-3755 (if you're outside L.A.)