Temecula (main office) · Downtown San Diego (by appointment)
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Appointment prep

What to bring

A printable checklist for your tax appointment. Not every item applies to everyone — bring what fits your situation.

Prefer digital? Upload documents through the Client Portal.
Titanium Taxes & Business Consulting · 28362 Vincent Moraga Dr. Ste. A, Temecula, CA 92590 · 951-595-7374

Identity

  • Photo ID (driver's license or passport) for you and your spouse
  • Social Security cards or ITIN letters for everyone on the return, including dependents
  • Dates of birth for all dependents

Income

  • W-2s from every employer
  • 1099s (1099-NEC, 1099-MISC, 1099-INT, 1099-DIV, 1099-B, 1099-R, 1099-G, 1099-K, SSA-1099)
  • Business income and expense records (profit & loss, receipts, mileage log)
  • Rental property income and expenses

Deductions & credits

  • 1098 Mortgage interest statement and property tax bills
  • 1098-T tuition statements and education expenses; 1098-E student loan interest
  • Childcare provider name, address, tax ID and amount paid
  • Charitable donation receipts
  • Health coverage forms (1095-A, 1095-B or 1095-C)

Prior year & letters

  • Last year's federal and state tax returns
  • Any letters or notices from the IRS or California FTB
  • Estimated tax payments made during the year (dates and amounts)

Refund

  • Bank routing and account number for direct deposit (a voided check works)

Not sure if something applies? Bring it, or call us at 951-595-7374.