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