Tax Appointment Checklist

Personal information

  • Last years income tax if you are a new client.
  • Name, address, Social Security numbers and date(s) of birth for yourself, spouse and dependents
  • New dependent on this years return? Social Security number or ITIN.
  • Banking information if Direct Deposit Required

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 Taxes paid to federal,state, & local government & dates
• Home Property Taxes
• Charitable Contributions cash/non-cash
• Purchase qualifying for Residential Energy Credit
• IRA Contributions/Retirement Contributions
• Home purchase/moving expenses