The Master's Tax Service
Of Sonoma County
(707) 544-5732
FAX 866-649-8853
info@TheMastersTaxService.com

Preparing for a Tax Appointment

We are assuming that you are preparing to have your tax return prepared. In general, we ask you to simply place all the tax documents you receive in an envelope and bring them in.

But there are a few items that you want to be sure to include. So here are a few check-lists that will help. (Please check all that apply, then click the "Build my check list" button.)

Individual list
Itemized Deductions
Non-Cash Donations
Stock Transactions
Sale or Purchase of Home
Business Operation
Home Office
Car Expenses
"Tax software is no substitute for tax knowledge."

Any views expressed herein are based on our best information. The content of this web site was written as general information without specific individual information and thus may not apply in all situations. This material was not written, and cannot be used by the taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer.

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Janelle Ogg, EA
Richard Ogg, EA