Yes. If you do not have all of your information (or are just not sure if you have it all) the process is pretty simple. The first step is to request wage/income transcripts from the IRS. Here is a link to the IRS website where you can submit this request:
https://www.irs.gov/individuals/get-transcript
The quickest way is to request them online, if that does not work for you call the number listed on the page or follow the link to request them by mail. You’ll want to request the wage transcripts for all of the years you need to file.
Once you have those transcripts, you have one more step. Since these transcripts only show federal info, you’ll need to call the state and ask them to provide you with the state withholding information. You should be able to read the employer name and wage amounts shown on the federal transcripts to the state over the phone and they will give you the corresponding state withholding information for each w2 and/or 1099.
The phone number to the California FTB is 800-852-5711
Once you have the federal transcripts and the state withholding information, we can take care of the rest. Give us a call or send us a text to schedule your appointment.