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Find out what you need to have on hand for your appointment

Making Notes

To ensure that your scheduled appointment goes as smooth as possible, below is a list of items that you will need to provide so that we can better service you.

Tax Appointment Checklist

Personal information - 

  • Last years income statements (W2 or 1099)

  • Full legal name

  • Social Security Number

  • Date of Birth for yourself, spouse and dependents

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

  • Banking information for Direct Deposit (Routing and Account number)


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

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