Tax Resources

Tax Appointment Checklist

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

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