SANTANDER TAX SERVICE

Tax Preparation • Notary Public • Business Formation 

2686 Johnson Dr, Suite 102 · Ventura, CA 93003 | 📞 (805) 705-8572 | ✉️ victor@805tax.net 

📂✨ Documents You May Need for Tax PREPARATION. 

To ensure your taxes are prepared accurately and efficiently, please gather all documents that apply to your specific situation.

🧾 Previous Tax Return

• Last year’s tax return (if you’re a new client)

👤 Personal Information

• SSN cards for you, your spouse, and dependents (or ITIN), Identification card or Driver's license, Passport or  Consular ID

• 👶 For dependents:

  • Birth certificate

  • Form 1095 (health insurance)

  • 🏫 School record showing your current filing address

💰 Income Documents

• W-2 (wages & salary)

• 1099-MISC / 1099-NEC (freelance or self-employment)

• 1099-INT (interest)

• 1099-DIV (dividends)

• 1099-B (stocks & investments)

• K-1 (partnerships, S-Corps, trusts)

➖💡 Deductions & Credits

• Receipts for mortgage interest, medical expenses & donations

• Form 1098 (mortgage interest)

• 🎓 Education expenses (Form 1098-T)

• ♻️ Energy-efficient home improvements

• Any documents related to other tax credits

🚗📊 Self-Employment / Business

• Income & expense records

• Receipts for business deductions

🏥 Health Insurance

• Form 1095-A, 1095-B, or 1095-C

🏦 Retirement

• IRA or retirement contribution forms (Form 5498)

🏠 Real Estate

• Closing statements for property bought or sold

🏛️ State & Local Taxes

• State/local tax payment records

• Property tax statements

📄 Other Possible Documents

• Social Security statements

• Unemployment income

• 🎰 Gambling winnings & losses

📞💬 Not sure what applies to you?
Tax situations can be unique. Call or text us anytime — we’re happy to help make sure nothing is missed and you get every deduction and credit you qualify for.

✨ Santander Tax Service — Making taxes simple & stress-free!