Tax Documents 2025
Documents for 2025 tax filing — uploaded to Excel CPAs via TaxDome
15
Uploaded to CPA
2
Waiting (K-1s)
Income Documents
| Document | Status |
|---|---|
|
W-2: Google LLC (Mark)
Wages: $2,340,564.51 | Fed withheld: $649,750.96 | State: $231,138.00
|
Uploaded |
|
W-2: Capistrano Valley Christian Schools (Elaine)
Wages: $6,983.86 | Fed withheld: $433.00 | State: $7.14
|
Uploaded |
Brokerage & Investment Income
| Document | Status |
|---|---|
|
1099-B: Charles Schwab (Mark - Stock Plan Services)
GOOG RSU sales | Proceeds: $616,541.36 | Cost basis: $618,069.20 | Net loss: ($1,528)
|
Uploaded |
|
1099-B/DIV: Merrill Lynch (Mark)
Sales proceeds: $834,981.83 | Dividends: $6,587.84 ($5,617.07 qualified)
|
Uploaded |
|
1099-DIV: Charles Schwab (Mark - Stock Plan Services)
Total dividends: $254.25 (all qualified)
|
Uploaded |
Retirement & Other Income
| Document | Status |
|---|---|
|
1099-R: Vanguard (Mark - Google 401K)
Gross distribution: $7,929.21 | Taxable: $0.00 (Code G rollover)
|
Uploaded |
|
1099-G: State of California
N/A — owed taxes in 2024, no refund received
|
N/A |
|
K-1: Babbitt Ranches, L.L.C. (Elaine)
Partnership income — typically arrives March/April
|
Waiting |
|
K-1: Cataract Natural Reserve Land LLC (Elaine)
Partnership income — typically arrives March/April
|
Waiting |
Deductions
| Document | Status |
|---|---|
|
1098: Bank of America Mortgage
Mortgage interest: $35,981.29 | Principal as of 1/1/2025: $1,387,622.73
|
Uploaded |
|
Property Tax Statement
OC Tax Collector — APN 653-081-17
|
Uploaded |
Charitable Giving Statements
Total documented charitable giving: $180,041.89
| Organization | EIN | Amount | Status |
|---|---|---|---|
|
Harbor Point Church
10 ACH donations + credit card gifts
|
82-1485040 | $85,003.00 | Uploaded |
|
CVCS - Capistrano Valley Christian Schools
Auction + Annual Fund donations
|
86-1090779 | $43,649.59 | Uploaded |
|
Practicing the Way
Monthly $100.30 circle + one-time gifts
|
86-2274103 | $23,003.30 | Uploaded |
|
Consider The Lily, Inc
Single donation 08/25/2025
|
81-3497857 | $10,000.00 | Uploaded |
|
World Relief
Annual giving
|
23-6393344 | $10,000.00 | Uploaded |
|
The Gathering Place Church
2 donations: 5/4 CC $3,000 + 11/16 ACH $3,000
|
33-0735868 | $6,000.00 | Uploaded |
|
World Vision
Monthly sponsorship (CC + PayPal/ACH)
|
95-1922279 | $1,367.00 | Uploaded |
|
Compassion International
Monthly sponsorship (CC)
|
36-2423707 | $1,019.00 | Uploaded |
Estimated Tax Payments
| Document | Status |
|---|---|
|
Federal Estimated Payments (IRS Direct Pay)
$87,780.00 (08/05/2025, Conf# 222-5617-8153-6244) + $87,780.00 (01/12/2026, Conf# 222-6412-9564-1609) = $175,560.00
|
Uploaded |
|
CA State Estimated Payment (FTB Web Pay)
$2,830.00 (08/06/2025)
|
Uploaded |
Notes
- CPA: Excel CPAs PC — documents uploaded via TaxDome portal (login.excel-tax.com)
- K-1 timing: Babbitt Ranches and Cataract Natural Reserve K-1s typically arrive March/April
- 1099-G: Not applicable — owed taxes in 2024, no CA refund received
- Coinbase: No taxable transactions in 2025 — no 1099-DA issued