Jesus Alcala Income Tax Service
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For all clients, please bring the following information:
  • Copy of your prior year income tax return
  • W-2 forms for all employers
  • All other reporting forms, such as, 1099-MISC, 1099-R, 1099-B, 1099-INT, W-2G (from gambling winnings)
  • Social Security Number and one photo ID (i.e. Driver's license or passport)
  • Birth certificates, immunization or school records for any dependents that qualify for Child or Earned Income Tax Credit.
  • All itemized deductions such as: 1098 form for all mortgage interest, property tax paid, charity donations, school loans interest, and etc.
  • If you are a student, all receipts for paid tuition and other education expenses.
  • If you own a business, all income and expenses.


To save time, please fill out the following Tax Organizer Form:
Tax Organizer form
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