Joe Wu, CPA - Tax Prep, Tax Advisory, and Wealth Planning

Joe Wu, CPA

Federal Form Description

Input

Filing Status

Dependents

Estimated Gross Income

Form W-2 Wage and Tax Statement

Form SSA-1099 Social Security Benefits

Form 1099-R Distributions

Form 1099-DIV Dividends

Form 1099-INT Interest Income

Form 1099-B Stock, Options, and Other Securities

Restricted Stock Units (RSUs)

Employee Stock Purchase Plan (ESPP)

Incentive Stock Options (ISOs)

Nonqualified Stock Options (NSOs)

Cryptocurrency and Other Digital Assets

Sch A Itemized Deductions

Primary Residence

Secondary Residence

Vehicle License Fee

Cash Donations

Non-Cash Donations

Tax-Favored Accounts

401(k) contribution

Traditional IRA contribution

Roth IRA contribution

Form 8889 Health Savings Account (HSA)

Federal Form Description

Input

Other Income

Sch K-1 Partnership, Corporation, and Trust Income

Form W-2G Gambling or Lottery Winnings

Form 1099-G Unemployment and Paid Family Leave

Form 1099-S Real Estate Sale

Student Situations

Form 8863 Education Credits

1098-E Student Loan Interest Deduction

Scholarship and Grant Income

Credits

Form 2441 Child and Dependent Care Credit

Form 5695 Residential Energy Credits (incl'd solar)

Form 8936 Electric Vehicle Credits

Form 1095-A Health Insurance Marketplace

Foreign Situations

Number of Foreign Currencies

Form 1116 Foreign Tax Credit

Form 2555 Foreign Earned Income Exclusion

Form 8938 Specified Foreign Financial Assets

Miscellaneous

Moving Expenses

Pastor, Clergy, and Minister Taxes

1040-X Amended Tax Return

State Returns

Federal Form Description

Input

Gross Revenue (non-rental)

Total Expenses (non-rental)

Entity Type

Schedule C Sole Proprietorship

Schedule E Rentals

Form 1041 Estates and Trusts

Form 1120/S C and S Corporations

Form 1065 Partnerships

Other Items

Form 4562 Depr. and Amort. (new assets)

Form 4797 Sale of Business Property

Form 8824 Like-Kind Exchanges

Home Office (simplified method)

Form 8829 Home Office (actual expenses)

Auto for Business Use (standard mileage)

Auto for Business Use (actual expense)

Business is an LLC

$0

[email protected]

(925) 775-5389

Thank you for your interest

To ensure we continue to provide the highest level of personalized service and attention to our current clients, we are currently not accepting new tax return preparation engagements. However, we are still taking a limited number of one-off virtual consultation appointments that can be requested by sending us an email.

We appreciate your interest in our firm and encourage you to check this website in the future if we have additional capacity.

Updated: May 18, 2026

© 2026 Joe Wu, CPA

[email protected]

(925) 775-5389

2872 Ygnacio Valley Rd, 136A, Walnut Creek, CA 94598

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