Please fill out the following information to help us better serve you.

Thank you for reaching out to our firm! Please answer the following questions so a quote may be provided.

The questionnaire may take approximately 5 - 15 minutes depending on how detailed your tax needs may be. Please make sure you have your tax documents available.

Please let us know if you have any difficulties.

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Personal Information

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Do Any Of The Following Apply To You?

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Spouse's Information

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Dependents

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Did you sell any property last year (Home, Business)? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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(Covid) Did you receive your First Stimulus payment? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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(Covid) Did you receive your Second Stimulus payment? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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(Covid) Did you receive Unemployment? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Do you operate your business from your home? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Expenses

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Due Diligence Questionnaire

Head of Household Qualification

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Earned Income Credit Qualification

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Documents Needed To Complete Tax Return

  • Your Driver's License or ID 
  • Your Spouse's Driver's License or ID 
  • Birth Certificate(s) for your Dependent(s)
  • Birth Certificate(s) for your brother or sister (Parent of your Dependent)
  • Your son or daughter's birth certicate (Parent of the dependent)
  • Your Birth Certificate
  • Proof your dependent lived with you (School Records, Medical Records, Letter from church, Mail with the same address, any one of these will work) 
  • W2 Forms for all jobs worked
  • 1098 Form (Mortgage Interest Statement)
  • 1098-T Form (Tuition and Fees Statement) - If you're unable to obtain your 1098-T, account summary from the school will suffice.
  • Profit and Loss Statement for your business
  • 1099-Misc Forms (Non-Employee Compensation), if applicable
  • Business Bank Statements (January - December)
  • SSA-1099 (Social Security Income Form)
  • 1099G Form (Unemployment)
  • 1099R Form (Retirement Income Form)
  • 1099-B Form (Stock Transactions)
  • Closing Statement (For Sale of Home)
  • 1098-E Form (Student Loan Interest)
  • Charitable Contributions Statement
  • Child Care Expense Statement
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Address:
9223 Archibald Ave Suite J
Rancho Cucamonga, CA 91730

Corner of Archibald Ave and Sixth St

Email Address to send documents to:

metin@rantax.com

Email Address to send documents to:

andrew@rantax.com

Email Address to send documents to:

corey@rantax.com

Email Address to send documents to:

brian@rantax.com

Phone number to text documents to:

(909)280-5000

Fax number to fax documents to:

(909)906-1506

Please upload your tax documents by clicking upload or by dragging the files below or if you are using a mobile phone, by taking a picture of the form.

You can attached up to 20 files or images.

Documents Needed To Complete Tax Return

  • Your Driver's License or ID 
  • Your Spouse's Driver's License or ID 
  • Birth Certificate(s) for your Dependent(s)
  • Birth Certificate(s) for your brother or sister (Parent of your Dependent)
  • Your son or daughter's birth certicate (Parent of the dependent)
  • Your Birth Certificate
  • Proof your dependent lived with you (School Records, Medical Records, Letter from church, Mail with the same address, any one of these will work) 
  • W2 Forms for all jobs worked
  • 1098 Form (Mortgage Interest Statement)
  • 1098-T Form (Tuition and Fees Statement) - If you're unable to obtain your 1098-T, account summary from the school will suffice.
  • Profit and Loss Statement for your business
  • 1099-Misc Forms (Non-Employee Compensation), if applicable
  • Business Bank Statements (January - December)
  • SSA-1099 (Social Security Income Form)
  • 1099G Form (Unemployment)
  • 1099R Form (Retirement Income Form)
  • 1099-B Form (Stock Transactions)
  • Closing Statement (For Sale of Home)
  • 1098-E Form (Student Loan Interest)
  • Charitable Contributions Statement
  • Child Care Expense Statement
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Please fill out the following information to help us better serve you.

Please fill out the following information to help us better serve you.

Thank you for reaching out to our firm! Please answer the following questions so a quote may be provided.

The questionnaire may take approximately 5 - 15 minutes depending on how detailed your tax needs may be. Please make sure you have your tax documents available.

Please let us know if you have any difficulties.

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Do Any Of The Following Apply To You?

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Spouse's Information

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Dependents

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Expenses

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Due Diligence Questionnaire

Head of Household Qualification

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Earned Income Credit Qualification

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Documents Needed To Complete Tax Return

  • Your Driver's License or ID 
  • Your Spouse's Driver's License or ID 
  • Birth Certificate(s) for your Dependent(s)
  • Birth Certificate(s) for your brother or sister (Parent of your Dependent)
  • Your son or daughter's birth certicate (Parent of the dependent)
  • Your Birth Certificate
  • Proof your dependent lived with you (School Records, Medical Records, Letter from church, Mail with the same address, any one of these will work) 
  • W2 Forms for all jobs worked
  • 1098 Form (Mortgage Interest Statement)
  • 1098-T Form (Tuition and Fees Statement) - If you're unable to obtain your 1098-T, account summary from the school will suffice.
  • Profit and Loss Statement for your business
  • 1099-Misc Forms (Non-Employee Compensation), if applicable
  • Business Bank Statements (January - December)
  • SSA-1099 (Social Security Income Form)
  • 1099G Form (Unemployment)
  • 1099R Form (Retirement Income Form)
  • 1099-B Form (Stock Transactions)
  • Closing Statement (For Sale of Home)
  • 1098-E Form (Student Loan Interest)
  • Charitable Contributions Statement
  • Child Care Expense Statement
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Address:
9223 Archibald Ave Suite J
Rancho Cucamonga, CA 91730

Corner of Archibald Ave and Sixth St

Email Address to send documents to:

metin@rantax.com

Email Address to send documents to:

andrew@rantax.com

Email Address to send documents to:

corey@rantax.com

Email Address to send documents to:

brian@rantax.com

Phone number to text documents to:

(909)280-5000

Fax number to fax documents to:

(909)906-1506

Please upload your tax documents by clicking upload or by dragging the files below or if you are using a mobile phone, by taking a picture of the form.

You can attached up to 20 files or images.

Documents Needed To Complete Tax Return

  • Your Driver's License or ID 
  • Your Spouse's Driver's License or ID 
  • Birth Certificate(s) for your Dependent(s)
  • Birth Certificate(s) for your brother or sister (Parent of your Dependent)
  • Your son or daughter's birth certicate (Parent of the dependent)
  • Your Birth Certificate
  • Proof your dependent lived with you (School Records, Medical Records, Letter from church, Mail with the same address, any one of these will work) 
  • W2 Forms for all jobs worked
  • 1098 Form (Mortgage Interest Statement)
  • 1098-T Form (Tuition and Fees Statement) - If you're unable to obtain your 1098-T, account summary from the school will suffice.
  • Profit and Loss Statement for your business
  • 1099-Misc Forms (Non-Employee Compensation), if applicable
  • Business Bank Statements (January - December)
  • SSA-1099 (Social Security Income Form)
  • 1099G Form (Unemployment)
  • 1099R Form (Retirement Income Form)
  • 1099-B Form (Stock Transactions)
  • Closing Statement (For Sale of Home)
  • 1098-E Form (Student Loan Interest)
  • Charitable Contributions Statement
  • Child Care Expense Statement
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