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1534 Sebastopol Rd.
Santa Rosa CA 95407
Tel 707-523-2192
Fax 707-523-0655
gilstax@gilstax.com

Taxes / Notary / Fingerprints
M-F 9am to 7pm
Sat 9am to 6pm
Sun By Appointment only

Cashier / Shipping
M-F 9am to 7pm
Sat 9am to 5pm
Sat 9am to 4pm

Travel Agency
M-F 9am to 6pm
Sat 9am to 4pm
Sun 9am to 3pm

Income Tax Requirements

• Last year tax return (New clients)
• Social Security card(s) and dates of birth (New clients)
• Identificacion(s) (RAL/RT Applicants)

Income Tax Requirements (House Owner)

• Mortgage or home equity loan interest paid/1098
• Real estate and personal property taxes
• Unreimbursed employment-related expenses
• State refund amount
• Cash and non-cash charitable donations
• Medical and dental expenses
• Income and expenses from rentals
• Record of purchase or sale of residence

Income Tax Requirements (Optional)

• Wage statements/W-2s
• Pension, retirement income/1099-Rs
• Interest and dividend income/1099-INT/1099-DIV
• Commissions/1099-MISC
• Lottery or gambling winnings and losses/1099-G
• Social Security/Unemployment Income
• Sales of stocks or bonds
• Educational expenses
• Self-employed business income and expenses
• Child care expenses and provider information

Questions? Contact us here

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