Remote Tax Preparation

What to Send When Filing Your Tax Return Remotely

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Please submit tax documents to us:

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Email: Info@GardnerEA.com

Drop-Off: 1001 E. 1st Street, Beaumont CA 92223

Dropbox: Please contact us and we'll send you a secure Dropbox link.

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To prepare your tax return accurately and without delays, please securely upload or send the following items that apply to you.

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Personal Information

• Photo ID (driver’s license or state ID)

• Social Security cards for you, your spouse, and all dependents

• Date of birth for all dependents

• Bank routing and account number for direct deposit or payment

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Income Documents

• W-2s from all employers

• 1099 forms (NEC, MISC, INT, DIV, R, K, B, etc.)

• Unemployment income (1099-G)

• Social Security benefits (SSA-1099)

• Pension or retirement income statements

• K-1s from partnerships, S corporations, or trusts

• Records of cash income or side work not reported on a tax form

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Overtime & Tips (Important)

• Final pay stub showing year-to-date overtime premiums if not clearly listed on your W-2

• Employer statement confirming overtime premiums, if needed

• Tip logs, pay stubs, or employer documentation showing total tips received

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Dependents & Family Changes

• Newborn Social Security cards

• Childcare provider name, address, and EIN

• Adoption or custody documentation (if applicable)

• School records if dependency status could be questioned

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Vehicle Information

• Purchase agreement for vehicles bought during the year (must show VIN)

• Loan interest statements for auto loans

• Mileage totals if using a vehicle for business or work-related purposes

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Housing & Property

• Mortgage interest statements (Form 1098)

• Property tax statements

• Rental income and expense records

• Settlement statements for property bought or sold

• Home office expenses (if applicable)

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Deductions & Credits

• Charitable contribution receipts

• Medical expense totals (insurance, prescriptions, out-of-pocket costs)

• Student loan interest (Form 1098-E)

• Tuition statements (Form 1098-T)

• Retirement contributions (IRA, SEP, HSA)

• Energy credits (solar, battery, EV charging equipment)

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Business or Self-Employed (If Applicable)

• Profit and loss statement

• Business expense summaries

• Asset purchases (equipment, vehicles, computers)

• Business mileage logs

• 1099s issued to others

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Other Important Items

• Prior-year tax return (if new client)

• IRS letters or notices received during the year

• Estimated tax payments made

• Foreign income or foreign account information (if applicable)