To help us prepare your tax return accurately and efficiently, please bring the following documents with you:
W-2 Forms – Income statements from your employer(s) showing wages and taxes withheld.
Information for Dependents – Names, dates of birth, and Social Security numbers for each dependent you’re claiming.
Last Year’s Tax Returns – If you’re a new client, bring your previous year’s federal and state tax returns for reference.
1099 Forms – Including income from self-employment, interest, dividends, state refunds, capital gains/losses, IRA distributions, and pensions.
Property Tax and Real Estate Documents – Bring your annual property tax bills and any closing paperwork related to home purchases or sales.
Receipts and Records for Deductions – Including donations, medical expenses, casualty losses, and large purchases like vehicles.
Small Business Records – Details of income and expenses, including mileage logs, travel receipts, meals, and entertainment expenses.
Schedule K-1s– If applicable, bring any K-1s related to estates, trusts, or partnerships.
Helpful Tax Links
Looking for reliable tax-related resources? Use the links below to access key tax websites and tools for filing, city-specific taxes, and paycheck withholding guidance.
Government Tax Agencies
- Internal Revenue Service (IRS) – Official federal tax authority for forms, filing, and refund tracking.
- California Franchise Tax Board (FTB) – Handles personal and business taxes for California residents.
- California Department of Tax and Fee Administration (CDTFA) – Manages sales and use tax, fuel tax, cannabis tax, and more for businesses in California.
- City of Los Angeles Office of Finance – For local tax permits, renewals, and payments.
- City of San Diego Tax Information – Business tax and regulatory fee services.
- State of California Official Website – Central access to all California government agencies.
Payroll & Withholding Calculators
Use these tools to estimate your paycheck and ensure your withholdings are accurate:
These tools provide general estimates and are not a substitute for personalized advice. If you’re unsure about your withholdings or tax setup, reach out to our team for professional assistance.
Small Business Tax Services
Accurate accounting is the foundation of sustainable business growth. Yet for many business owners — especially sole proprietors — managing taxes and staying compliant can quickly become overwhelming. Tax laws change frequently, forms must be completed with precision, and errors can lead to costly consequences.
Whether you’re a freelancer building your brand, a seasoned entrepreneur, or an established professional, reliable tax support is essential to your success. That’s where 1Stop Financial Services comes in.
We take the stress out of tax preparation and bookkeeping by becoming an extension of your team. Our experts work closely with you to evaluate your options, streamline your accounting processes, and ensure you remain focused on running your business — not worrying about tax deadlines.
From California to clients across the U.S., we’re here to make tax compliance easier and more efficient for your small business.
Let 1Stop Financial Services handle the numbers — so you can focus on growing your business.
Downloadable Client Forms
Please download and complete the necessary forms. Once filled, email them to info@1stoptax.com
