Client resources
Everything You Need in One Place
Checklists, guides, FAQs, and official links to help you prepare for your appointment and stay on top of your taxes.
Tax Prep Checklist
Use this checklist to gather your documents before your tax appointment. The more complete your file, the faster we can get your return done.
Personal Information
- Social Security numbers for you, your spouse, and all dependents
- Date of birth for all family members on the return: First time filing with us bring Birth Certificates and Social Security cards for all dependents
- Last year's tax return (federal and state)
- Bank account and routing number for direct deposit
- Proof of Health Insurance form 1095-A, B, or C
Income Documents
- W-2 forms from all employers
- 1099-NEC, 1099-MISC, or 1099K for freelance or contract work
- 1099-INT and 1099-DIV for interest and dividends
- 1099-B for investment sales or brokerage statements
- 1099-SSA if you received Social Security benefits
- 1099-G for unemployment compensation or state tax refunds
- K-1 forms from partnerships, S-corps, or trusts
- Rental income records and related expenses
Deductions & Credits
- Mortgage interest statement (Form 1098)
- Property tax bills paid during the year
- Charitable donation receipts
- Medical and dental expense receipts
- Childcare provider name, address, and EIN/SSN
- Education expenses — Form 1098-T from colleges
- Student loan interest statement (Form 1098-E)
- Home office measurements and expenses (if self-employed)
Business & Self-Employment
- Profit and loss summary or bookkeeping records
- Mileage log for business vehicle use
- Receipts for business equipment and supplies
- Estimated tax payment records (Form 1040-ES)
- Payroll records if you have employees
Ready to get started?
Book your appointment and bring this checklist — we'll handle the rest.
Frequently Asked Questions
Answers to the questions we hear most often from clients.
Document Guides
Step-by-step guides to help returning clients understand what to bring and what to expect.
First-Time Client Guide
New to Automated Business Service? Here's what to expect at your first appointment.
- 1Book your appointment online or call (760) 947-8060
- 2Gather documents using the Tax Prep Checklist above
- 3Bring a valid photo ID and your Social Security card — all dependents must have birth certificates and Social Security cards
- 4If married filing jointly, both spouses should attend or provide signed authorization
- 5We'll review your documents, ask clarifying questions, and prepare your return
- 6You'll review and sign before we e-file — nothing is submitted without your approval
Self-Employed & Freelancer Guide
Running your own business or doing contract work? Here's what you need beyond the standard checklist.
- 1Compile all 1099 forms from clients who paid you $600 or more
- 2Prepare a profit and loss summary — total income minus total expenses
- 3Log all business mileage with dates, destinations, and purpose
- 4Gather receipts for equipment, software, subscriptions, and supplies
- 5Note any estimated tax payments you made during the year
- 6If you have a home office, measure the square footage used exclusively for work
Rental Property Owner Guide
Own rental property? Rental income and expenses require their own documentation.
- 1Total rental income received for each property during the year
- 2Mortgage interest statements (Form 1098) for each rental property
- 3Property tax bills and insurance premiums paid
- 4Receipts for repairs, maintenance, and improvements
- 5HOA fees, property management fees, and advertising costs
- 6Depreciation schedule from prior year return (if available)
Government Tax Links
Direct links to the federal and state agencies you may need during tax season.
Government Tax Agencies
Official federal and state tax authority websites.
Internal Revenue Service
The U.S. federal tax authority — file returns, make payments, check refund status, and more.
Franchise Tax Board
California's personal income tax and business entity tax authority.
CDTFA — California Department of Tax and Fee Administration
Manages California sales and use tax, excise taxes, and other state fees.
Verify & Stay Informed
Tools to verify your tax professional and stay current on IRS news.
A note about external links
The links on this page point to official government websites. Automated Business Service is not affiliated with these agencies and is not responsible for the content or availability of external sites.
Ready to Get Your Taxes Done?
Schedule your appointment today and let us handle the rest.