DOCUMENT SUBMISSION
Mail or Drop-Off
Drop-Off Instructions
Office Location:
3624 Foothill Blvd. Suite 1
La Crescenta, CA 91214
When you arrive, please check in with Veronica at the front desk. She will securely receive your documents on our behalf.
If you are dropping off after hours, please use the mail slot located at the front door. Place all documents in a sealed envelope clearly labeled with:
- Your full name
- Phone number
- Email address
If you are a new client, include:
Last year’s tax return
Mail-In Instructions
Mail documents to:
Kanteman Tax Services
3624 Foothill Blvd. Suite 1
La Crescenta, CA 91214
Include:
- All W-2s, 1099s, 1098s
- Prior year tax return (if new client)
- Driver’s license (if new client)
- Voided check (if direct deposit)
- Any IRS or FTB letters received
💡 Tip: Make copies of your documents before mailing.
Document Checklist
👤 Personal Information
- Driver’s license (if new client)
- Social Security cards for all dependents (if new client)
- Prior year tax return (if new client)
- Bank account and routing number for direct deposit
💼 Income
Provide any of the following that apply to you:
- W-2 (employment)
- 1099-NEC or 1099-MISC (contract work)
- 1099-K (Venmo, PayPal, etc.)
- 1099-INT (interest)
- 1099-DIV (dividends)
- 1099-R (retirement distributions)
- SSA-1099 (Social Security)
- 1099-G (unemployment or state refund)
- K-1 (partnership, S-corp, trust)
🏠 Home & Property
- Mortgage interest (Form 1098)
- Property tax statements
- Closing statements if you bought or sold property
- Rental income and expense summary
- Solar or energy credit documents
👶 Children & Education
- Childcare provider name, address, and EIN
- 1098-T (college tuition)
- Student loan interest (1098-E)
🏥 Health Insurance
- Form 1095-A (Marketplace only)
💳 Deductions & Other
- Charitable donations (cash and non-cash)
- Medical expenses (if significant)
- Estimated tax payments made
- IRS or FTB letters received
📌 Self-Employed (If Applicable)
- Asset purchases (equipment, computers, etc.)
- Income summary
- Expense summary
- Mileage total
- Home office square footage