Client Intake Letter

Date: July 22, 2026

Subject: Request for Tax Year Information and Supporting Documents

Dear Valued Client,

Thank you for choosing S&S CPA INC for your tax and accounting needs. To ensure we prepare the most accurate and advantageous return for you, we need your complete financial information for the tax year. We have prepared this intake letter to guide you through the documents and details we need.

You have two convenient ways to provide your information:

1. Online Intake Form: Visit our secure Client Intake Form at sscpaorg.net/client-intake-form. This is the fastest and most secure way to submit your information directly to our office.
2. Return This Letter: Gather the documents listed below and return them to our office along with any notes or special instructions.

Personal Information

• Full legal names, dates of birth, and Social Security numbers for taxpayer, spouse, and dependents.
• Current home address and phone number.
• Occupation and employer information.
• Bank account and routing information for direct deposit of any refund.

Income Documents

• W-2 forms from all employers.
• 1099 forms for independent contractor, interest, dividend, stock sales, and retirement distributions.
• K-1 forms from partnerships, S-Corporations, trusts, or estates.
• Rental income and expenses, including Schedule E details.
• Social Security benefit statements (SSA-1099).
• Unemployment compensation statements (1099-G).
• Any other income documents received during the year.

Deductions & Credits

• Mortgage interest statement (Form 1098).
• Property tax and state/local income tax statements.
• Charitable contribution receipts and records.
• Medical and dental expense records.
• Student loan interest (Form 1098-E) and tuition (Form 1098-T).
• Childcare provider name, address, and tax ID.
• Records for energy-efficient home improvements or electric vehicles.

Business Information (If Applicable)

• Business entity type and Employer Identification Number (EIN).
• Income and expense summary or profit and loss statement.
• Balance sheet and general ledger, if available.
• Mileage logs and records of business assets purchased or sold.
• Payroll reports and 1099s issued to contractors.

Privacy & Security

S&S CPA INC is committed to protecting your personal and financial information. Please do not transmit sensitive documents via unencrypted email. After you submit your intake form, our office will provide access to a private, secure folder for document uploads.

If you have any questions or need additional time, please call our office at 562-375-1211 or email selim.cpa@sscpaorg.co.

Sincerely,

Licensed CPA in California, Colorado, and Tennessee.
Office: Downey, California