How to Prepare for your Tax Appointment

Here’s a Checklist:

  • About You:
  • 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

 

  • Your Income:
  • Pension & Annuity & Stock and Bond Sales
  • Contract & Partnership &Trust & Estate Income
  • Gambling & Lottery Winnings and Losses & Prizes & Bonus
  • Social Assistance
  • Alimony Income
  • Rental Income
  • Self Employment/Tips
  • Foreign Income
  • Wages & Unemployment
  • Interest & Dividend Income
  • State & Local refunds
  • Foreign Income

 

  • Your Expenses:
  • 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
  • Dependent Care Costs
  • Education &Tuition Costs & Materials Purchased
  • Medical & Dental
  • Mortgage & Home Equity Loan Interest & Mortgage Insurance