We built a special website that asks you about every year in your case — one tab per year. This is the most important thing you can do. Without this information, Kathy cannot prepare your returns.

When the organizer opens, you will see tabs across the top for each year in your case. Start at the first year and work across. Click Save [Year] before moving to the next tab.

For each year, for each type of work you did, we need:

• 🚗Vehicle used — which car or motorcycle did you drive for that specific work?
• 📱Cell phone bill — your total annual bill, and what percent you use it for work
• 🔧Equipment purchased — tools, devices, or supplies you bought for work. What, how much, where.
• 👕Uniforms or work gear — clothing worn only for work (not regular everyday clothes)
• 🚘Car insurance — how much you pay per year to insure each business vehicle
• 💵Commissions paid — if you paid anyone to help you get clients or make sales, we need their name and amount

When you finish the last year's tab, click Submit All Years at the bottom. This sends everything to Kathy automatically.

We need monthly bank statements for every year in your case. A bank statement is the PDF your bank creates each month showing all the money that went in and out of your account.

Upload statements for every year in your case. If any months are missing, request them from your bank as soon as possible. Kathy cannot file your returns until all the months she needs are received.

These are the official tax forms that employers and companies mail you. Gather everything and upload to the same Dropbox folder above.

• 📋W-2 from every employer — your employer mails this by January 31 each year. If missing, call HR and ask for it.
• 🏠Form 1098 — Mortgage Interest — your mortgage lender mails this every January if you own a home.
• 🎲Gambling win/loss statements — download from TVG account under Tax Documents; request from casino players club desk.
• 📈Robinhood or investment 1099 — open the app → Account → Tax Documents. Usually available by February 15.
• 💳1099-K forms — Cash App, PayPal, or Venmo may mail you one if you received over $600. Check your email.
• 🏥Form 1095-A — ONLY if you had Covered California health insurance. Covered CA mails this in January.
• 📑Any other 1099s — if any company sent you a tax form, include it. When in doubt, upload it.

You received four documents that require your real handwritten signature. The IRS and California do not accept electronic or typed signatures on these forms. Kathy cannot access your IRS records, file anything, or represent you until she has your signed copies.

No printer? FedEx, UPS, Staples, and most public libraries have printers available for a small fee.

After Kathy uploads your signed California authorization form, the California FTB (state tax agency) will mail you a letter. This letter contains a one-time code you must enter online to confirm Kathy's access to your California account.

Do not have a MyFTB account? Go to ftb.ca.gov → Register for MyFTB. You will need your Social Security number and a California tax return from a prior year to set it up. Call Marquecia and she will walk you through it.