Tax Preparation Check List – Things To Remember

  • All Form(s) W-2 (Wages, Winnings, etc.)
  • Forms(s)1099 (Interest, Dividends, etc.)
  • Bought a New Home? Foreclosure? Modification? Short Sale?
  • Forms(s) 1098 (Mortgage Interest) and (Property Tax Statement)
  • Closing Statements Pertaining to all Real Estate Transactions
  • Are you a Sole Proprietor, Non-profit (501c 3), Limited Liability Corporation (LLC)
  • Need Offer and Compromise? Need Estate Taxes? Living Trust?
  • Any Tax notices received from the IRS or Franchise Tax Board?
  • Schedules(s) K-1(income/loss from Partnerships, S-Corporations, etc.

Important Phone Numbers

Individual Tax Help: 1-800-829-4933

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Business Tax Help: 1-800-829-4933

Order Free Forms and Publications: 1-800-829-3676

Refund Hotline: 1-800-829-1954

TeleTax Recorded Tax Information: 1-800-829-4477


IRS forms

State of California forms

Check the Status of Your Tax Return

Check the status of your federal return

Check the status of your state tax return

Useful Tax Websites

IRSThe Internal Revenue Service’s very own home page.

IRS User Guide to Identity Theft: Identity Theft: Assistance from the IRS

Federal tax code online: The complete code with embedded hyperlinks for quick searches and a WAIS based full-text search engine.

Small Business Taxes & Management: The WWW version of The Small Business Tax Review – Tax and management guidance for small and medium sized businesses since 1980.

Taxing Subjects: News for the Tax Professional.

The Tax Prophet: An extensive collection of articles on a broad range of tax subjects.

Other Useful Websites

Orgainizing for Action:  Learn How to Change America

NAACP: Learn more about the National Association for the Advancement of Colored People.

NewsOne: News for Black America

FedWorld: An excellent source for government information, documents, and files on taxes and just about anything else related to the federal government.

InvestorGuide: An excellent guide to investing on the Web.

Small Business Advancement National Center: Resources and information for small business owners.

Social Security Administration online: Home page for the SSA. Information on benefits, services, etc. Financial and tax information & much more for older adults.