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