Tax Appointment Checklist

We request that you bring the following information to your tax appointment:

Personal Information
• Name, address, social security number (SSN), and date of birth (for yourself, spouse and dependents)
• Dependent provider, name, address, tax ID and SSN
• Banking information (if using direct deposit)
• Previous year’s tax return (if you are a new client only)

Income Data
• Wages and/or unemployment compensation
• Interest and/or Dividend Income
• State/local income tax refunds
• 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
• Dependent care costs
• Education/tuition costs/materials purchased
• Medical/dental bills/premiums
• 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 (with specific payment dates)
• Home property taxes
• Charitable contributions cash/non-cash
• Purchase(s) qualifying for residential energy credit
• IRA contributions/retirement contributions
• Home purchase/moving expenses