Things you may need
FORMS & RESOURCES
Tax Information Needed for Individual Income Tax Returns:
If meeting with us for your first time, please provide a copy of your prior year's federal and state tax returns.
Income:
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Identification Information for you and dependents (Social Security Cards, Birth Certificates, Driver's License
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IP PINs
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Wage Statement — Form W-2
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Forms 1099 for interest, dividends, or retirement income
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Gains & Losses for sales of securities and other assets such as real estate
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Social security income Form SSA-1099
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Income from pass-thru entities (forms K-1)
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Rental property income and expenses
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Self-employment income and expenses
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Unemployment income
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Alimony
Deductions, Payments & Credits:
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Mortgage interest
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Investment interest
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Real estate taxes
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Medical Expenses — Subject to a 7.5% threshold
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Market Place Exchange Health Insurance form 1095-A — we no longer need Forms 1095-B or 1095-C
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Charitable contributions, cash & non-cash (receipts for anything $250 or more)
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Miscellaneous itemized deductions — Suspended through 2025
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IRA & HSA contributions
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Child-Care cost information
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College Tuition & Fees, & Student Loan Interest
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Estimated tax payments
Get in Touch With Us
Welcome to Generations Tax—A Family Legacy in Tax Expertise
ABOUT
Tanner Olsen
Torri Zzaoui
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Tax preparation & filing
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Tax planning
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Business services—Bookkeeping, Payroll, and Financial consulting tailored for small business
Our Services Include But Are Not Limited To:
As a third generation family-owned business, our mission is to offer reliable, personalized tax and accounting services that have been trusted by the Inland Empire communities for over 40 years. From personal tax preparation to strategic business planning, we're here to support and achieve your financial goals with precision, care and the same dedication our family has held for decades.