United support for creative entrepreneurs in Los Angeles.
 

Here's a list of what we'll need to file your individual and business tax returns. 
We are happy to help if you have any questions and will review everything with you prior to filing. 

 

Select one:

Individual       Business

 

Individual Tax Filing. 

YOUR INCOME


Prepare all documents related to your income
for the tax year as listed below. If you are filing jointly with your spouse, include their documents as well. 

  • W2s - Employment payments
  • 1099s - Contractor payments
  • Business Income - Accounting records for any business that you own
  • Investment Income - Including: interest income, dividend income, proceeds from the sale of bonds or stocks, and income from foreign investments.
  • Tax Refunds - Income from local and state tax refunds from the prior year.
  • Unemployment Income
  • Rental Property Income
  • Social Security benefits
  • Miscellaneous Income - Including: jury duty, lottery and gambling winnings, Form 1099-MISC for prizes and awards, and Form 1099-MSA for distributions from medical savings accounts

 

YOUR DEDUCTIONS


Prepare an accounting of potentially permissible deductions:

  • Casualty and theft losses
  • Qualified business expenses
  • Medical expenses
  • Job and moving expenses
  • Education costs
  • Childcare costs
  • Adoption costs
  • Charitable contributions/donations

 


YOUR INCOME ADJUSTMENTS

Prepare an accounting of any credits, payments, or contributions you made which can be used
to adjust your income. 

  • Homebuyer tax credit
  • Green energy credits
  • IRA contributions
  • Mortgage interest
  • Student loan interest
  • Medical Savings Account (MSA) contributions
  • Self-employed health insurance
  • Moving expenses
 

 

 
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Business Tax Filing. 

 

YOUR BUSINESS'S INCOME

  • Gross Receipts - Including all sales of goods and services. 
  • Interest - Earned from bank accounts, loans  or other investments
  • Tax Returns - From previous tax filings
  • Settlements & Judgments - From business disputes and litigation
  • Other Income - Any other income earned by your business

 

YOUR BUSINESS'S EXPENSES

  • Cost of Goods
  • Wages Paid to Employees (W2s + W3) 
  • Wages Paid to Contractors (1099s)  
  • Rent 
  • Office Supplies
  • Utilities 
  • Advertising 
  • Professional Services
  • Vendor Costs 
  • Business Travel
  • Business Meals & Entertainment 
  • Repairs
  • Insurance
  • Maintenance