Prepare for your Tax Appointment

New & Existing clients, please gather the following documents for your tax preparation appointment:

  • Photo ID for you (and your spouse, if filing jointly)
  • (First year only) Previous 3 years of taxes
  • (First year only) Social Security cards for each person on your return
  • Your tax documents (W2s, Forms 1099, etc). You can upload your tax documents into our portal, mail them in, drop them off, or bring them to your in-office appointment. If you do not have a portal, please let us know so we can send an invite.  Please be sure to give us the green light once you’ve uploaded everything so that we know your tax return is ready for us to start working on!

We require a retainer of $275 for new remote clients upon receipt of your tax information; a balance of tax preparation fees due prior to filing. 


Please complete the California Tax Boutique Engagement Letter & Tax Organizer by clicking on the correct form/type of return below.

This is secure, encrypted, and allows you to save your progress & return at a later time.

Personal Tax Engagement Letter & Organizers 

Individual 1040 Engagement Letter & Client Organizer & Client Organizer

Trust & Estate 1041 Engagement Letter & Client Organizer

Optional Worksheets

Schedule C & SMLLC Business Income and Expense Worksheet (includes home office & vehicle expenses) 

Home Office and Vehicle Expenses ONLY Worksheet

Unreimbursed Employee Expenses Worksheet (W2 Employee ONLY)

Rental Property Worksheet

Business Entity Tax Engagement Letter & Organizers

Multi-Member LLC Engagement Letter & Client Organizer 

General Partnership & Client Organizer 

S & C Corporation Engagement Letter & Client Organizer 

Accountable Plan Worksheet 

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