Tax Appointment Checklist

Personal information

If you are a new client, please provide the following information for last year's income tax filing:

Full name, address, Social Security number, and date of birth for yourself, your spouse, and any dependents.
Details for the dependent provider, including their name, address, Tax ID, and Social Security number.
Banking information if direct deposit is 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 Tax Payments to Federal and State 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