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.

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Tax Appointment Checklist

Personal information - 

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• 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