介绍：Drop-off Tax Preparation Service
Sandy -专业华人会计师,价格优惠，提供精，准，快的个人以及公司报税服务
简单报税$45起。

联系电话： 510-499-8711


我们说国语，粤语，越南话(Tiếng việt)

Drop-off Tax Preparation Service

File your tax from $45 and up or bring your last year tax return to get 15%.
15% off in only available for tax returns fees above$100.
We speak English, Mandarin, Cantonese, Vietnamese(Tiếng việt).

Contact Sandy Tel: 510-499-8711



CLIENT INFORMATION:
Taxpayer name: ________________________ Spouse name:_________________________
Date of Birth: ___________________________Spouse Date of Birth:___________________
SSN: _________________________________ Spouse SSN:_________________________
Driver License #: ________________________Spouse Driver License__________________
State:____Issued Date:________Exp:_______ State:____ Issue Date:________Exp:______
Occupation:____________________________ Spouse Occupation:____________________
Address:_____________________________ Address (if Different)____________________
City/ State/ Zip:________________________ ____________________________________
Email:________________________________ Email:_______________________________
Cell:_________________________________ Cell:__________________________________
Marital Status: Single / Married / Widowed / Divorced / Separated
File Status: Single / Married file Join / Separated / Head of Household / qualify Widowed
Can someone claim you as a dependent? Yes/ No
Are you / spouse an active member of the military? Yes/ No
Dependents
Name SS # Date of
Birth
Relationship # of months
living with you

Full-time
Student

1
2
3
4
5
You need to bring: Income Statements Expenses
Last year's tax return___ Wages (W2)___ Tuition (1098-T)___
Social Security Cards___ Interest (1099-INT)___ Student Loan Int (1098-E)___
Driver License___ Dividends (1099-DIV)___ Charity Contributions ___
Proof of Health Ins Retirement Income (1099-R)___ Medical Expenses___
(1095-A)___ SS Benefit (SSA-1099)___ Home Mortgage (1098)___

Unemployment (1099-G)___ RE Tax___
Sale of Stock (1099-B)___ DMV Fees___
Gambling Winnings (W-2G)___ Gambling Loss___
Last Year State Refund (1099-G)___
Miscellaneous (1099-Misc)___

Signature: _________________________________ Date: ___________________________