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