Tax Appointment Checklist

o Personal information -

• · 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

o 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

o 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