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
    • 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
    • Education/Tuition Costs/Materials Purchased
    • Medical/Dental
    • 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