Minuteman Taxpayer Advocates Inc.

Thousand Oaks Office (Maurice or Ryan):
223 E Thousand Oaks Blvd. Suite 400
Thousand Oaks, CA 91360
minutemantax@gmail.com
Phone: (888) 615-0190
Fax: (888) 866-1930

La Mirada Office (Yami):
14752 Beach Blvd. Suite #124
La Mirada, CA 90638
taxbyyami@msn.com
Phone: (562) 631-2537
Fax: (888) 866-1930

Lancaster Office (Robert or Patricia):
Mail Only:
4083 West Ave L PMB 360
Lancaster, CA 93536
contact@coptaxguy.com
Phone: (877) 240-3676

Items to Bring with You or Send to Us for your Tax Appointment (If Applicable):

1. Completed Deduction Sheets from minutemantax.com/custom.php (Law Enforcement / Personal / Teacher / Small Business / Rentals / Corporations)
2. New Clients ONLY ? Bring copy of your previous tax return
3. W-2's from Employer(s)
4. 1099-B, 1099-INT, 1099-DIV, 1099-MISC from Banks, Stocks, Bonds, Side Jobs etc.
5. 1099-R and/or Form 8606 from Retirement, Annuity, and/or Insurance Accounts
6. 1099-G from Government Agency or Gambling Winnings
7. 1099-S from Escrow Company if you sold a property or home
8. 1099-C from Bank or Creditor if you had debt forgiven
9. 1099-Q from Bank or 529 Plan Provider
10. 1098 from your Mortgage Company (mortgage interest or line or credit)
11. 1098-E from Student Loan Company (student loan interest)
12. 1098-T from College Students? School (may be in their name or on their portal)
13. 1095-A/B/C from your healthcare provider
14. K-1 from Trust or Pass-Through Entity (S-Corp/Partnership/LLC)
15. Closing Documents if you purchased or sold a property/home
16. Goodwill or charity Receipts
17. DMV Registration for Vehicles / Boats / RV
18. Property Tax Bill for last year Assessment that you paid
19. For Possible Child Care Credit, we will need the EIN, address, and phone number of the facility
20. If you have a small business (Schedule C), a summary of total income and expenses or profit and loss statement (deduction sheet available)
21. If you have rental property (Schedule E), a summary of total income and expenses for each property (deduction sheet available)
22. If you are filing a separate tax return for a Pass-Through Entity (S-Corp/Partnership/LLC), a summary of total income and expenses or profit and loss statement (deduction sheet available)
23. Any other documentation that you feel is important to your taxes that were not covered on this list.
24. No Boxes of Receipts Necessary, but please keep your receipts and personal documentation for your records