Helpful Resources

 ​IN ORDER TO PREPARE A COMPLETE AND ACCURATE TAX RETURN PLEASE BRING THE FOLLOWING:​​​

8816 La Mesa Blvd., La Mesa, CA 91942 | Cell: (858) 752-2153  Office: (619) 966-9996  Fax: (619) 996-6152 | E-mail: HeatherAustinCPA@gmail.com
Heather F. Austin, CPA
Website created by Heather F. Austin
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Heather F. Austin, CPA

  • W-2s, 1099-Rs (Retirement Plan Distributions), 1099-SSA (Social Security Payments)
  • 1099s for interest, dividends, and stock accounts
  • Brokerage account statements
  • 1098s for interest paid
  • Charitable donations
  • Property tax bills 
  • DMV fees
  • Investment advisory fees.
  • Income and expenses from all businesses you own

      ​Determine what your refund is 24 hours after you e-file your tax return.
        https://www.irs.gov/refunds


  • ​​Franchise Tax Board 

​                     The refund status tool is updated nightly and provides the most up-to-date information about             your refund.

        https://www.ftb.ca.gov/refunds

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  • ​What to Bring​ to our appointment​


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