Depending on your individual situation, there will be various documents and information needed to file your tax return. We make this easy for you by helping you identify what and how you need to report, and then preparing your final tax return for you. Working with us, you can be sure that no detail is overlooked and no opportunity missed. See below to get an idea of some of the information that we will need to help you file your tax return.
Tax appointment checklist
Personal information
- Last year’s 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 social security number
- Banking information for Direct Deposit
Income Data
- 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
- 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 amounts and dates of tax payments to federal and state governments
- Home property taxes
- Charitable contributions cash/non-cash
- Purchase qualifying for residential energy credit
- IRA contributions/retirement contributions
- Home purchase/moving expenses