FREEMAN & ASSOCIATES  would like to thank you very much for allowing us the opportunity to prepare your  Personal tax returns.

This pandemic has tossed in some changes to the way we are working. We are fortunate to be set up working remotely.
We have a securely qualified document portal that we are using, Smartvault. Contact us to receive a separate email which will allow you to Activate your access to the SmartVault protected portal.

When you are ready for us to proceed with your tax preparation, we welcome you to upload pdf, jpg, excel, or word documents to SmartVault.

We have a list of items that will assist you in identifying and collecting the information necessary for us to properly prepare your Income Tax returns.

For your Personal Tax return, Please send the following if they apply to you:
__W-2 statements from employers reporting wage income and federal and state tax withheld
__1099-MISC statements reporting payments to independent contractors
__1099-INT statements from financial institutions showing interest income
__1099-DIV statements from financial institutions or companies showing dividend income
__1099-B statements from brokerage or mutual fund companies showing capital gains and losses as well as the acquisition cost of mutual fund shares or stock shares
__Form 1099-G postcard from the FTB showing the amount of any state tax refund received
__Form 1099-G showing unemployment compensation received
__Form 1099-R statements showing pension and retirement plan distributions and tax withheld
__Form SSA-1099 showing Social Security benefits received
__Form 1098 statements showing mortgage interest paid
__K-1 schedules showing Partnership and S corporation income
__Copies of rent checks showing rental property income, and records of expenses and repairs
__Self-employment expenses and any income not reported to you on a Form 1099
__Divorce or separation papers to substantiate alimony received or paid
__Summarized Totals of added Receipts for cash and non-cash charitable contributions
__Summarized Totals of added Receipts for medical expenses
__Summarized Totals of added Receipts, cancelled checks, or other substantiation of employee business expenses, investment expenses, education expenses (for qualified educators), child care costs, documented moving or job search expenses, professional dues, tax preparation expenses, fees paid for safety deposit boxes, and other miscellaneous deductions
__Social Security numbers and birthdates for yourself, your spouse, and claimed dependents
__Records of estimated tax payments
__Records to substantiate the business use of your home, showing the percentage used as a home office if this applies
__Receipts for large purchases made during the year, which may include automobiles, appliances, or other big-ticket items 

Thank You very much for your help assisting us in compiling the above information for preparation of your annual Income Tax filings.   Please contact us if you have any questions or need further assistance.

We welcome drop-off, mail in, or uploaded information to our secure SmartVault document transfer portal.
If you would like to have a consult appointment, please call our office and our receptionist will assist with scheduling an appointment. (805) 495-4211

Steven Z. Freeman, CPA and the staff at Freeman and Associates provides Business Services, Tax Planning, Entity Formation plus Maintenance, and Accounting Services and can assist you with these services. If you have any questions on this matter, or to schedule an initial consultation

Please contact us at (805) 495-4211 or

Speak Your Mind