Tax Appointment Checklist

Personal information -

•   Last years income tax if you are a new client 

•   Name, address, Social Security number and Date of Birth for yourself, spouse and dependents

• Dependent Provider, Name, Address, Tax ID and S.S.N.

• Banking information if Direct Deposit Required

•  

   Income Data Required -

• W-2-Wages and/or Unemployment

• Interest and/or Dividend Income

• State/Local income tax refunded

• Social Assistance Income

•   Pension/Annuity/Stock or Bond Sales

•   Contract/Partnership/Trust/Estate Income

•    Gambling/Lottery Winnings and Losses/Prizes/Bonus

•    Alimony Income

•    Rental Income

•    Self Employment/Tips

•    Foreign Income

   Expense Data Required -

• Dependent Care Costs

• Business Expense

• Education/Tuition Costs/Materials Purchased

• Medical/Dental Expenses

• Mortgage/Home Equity Loan Interest/Mortgage Insurance

• Employment Related Expenses

• Gambling/Lottery Expenses

• Tax Return Preparation Expenses

• Investment Expenses

• Real Estate Taxes

• Estimated Tax Payments to Federal and State Government and Dates Paid

• Home Property Taxes

• Charitable Contributions Cash/Non-Cash

•  Purchase qualifying for Residential Energy Credit

• IRA Contributions/Retirement Contributions

• Home Purchase/Moving Expenses