Gerry Andrade & Associates, Inc. CPA
We understand that your daily life schedules can make it difficult to setup meetings so we encourage our clients to feel free to mail their documents to the address below. We can call you if we have any questions and return mail the completed documents / returns back to you for your review.
Office location and mailing address:
3868 Carson Street, Suite 100
Torrance, CA 90503
Please complete any and all forms below that apply to you.
Once we receive the completed forms, we will call to setup an appointment.
Tax Appointment Organizer Form (coming soon)
Self-employment Worksheet Form (coming soon)
Appointment / Information Form (coming soon)
Please bring the following items to your tax appointment:
- New clients bring last years Tax Return
- All Wage & Income Statements, W2's & 1099's
Rental Property Worksheet Form (coming soon)
- IRS states that property rented to relatives may not be treated as a rental if not rented at least 80% of fair market value.
- If Rental is less than 10% ownership, then considered passive activity.
- Please list all numbers as 100% of amount.
- MUST BE FILLED OUT AS COMPLETELY AS POSSIBLE (use your prior return as a guide)
- Need name & address if private lender.
- BRING ALL REFINANCING PAPERWORK / DOCUMENTS TO MEETING.
- IF THIS IS A NEW PURCHASE, PLEASE BRING ESCROW PAPERS & TAX BILL.