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