Tax Appointment Checklist

Updated: Nov 5, 2019

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


Expense Data Required

  • Dependent Care Costs

  • Education/Tuition Costs/Materials Purchased

  • Medical/Dental

  • Mortgage/Home Equity Loan Interest/Mortgage Insurance

  • Employment Related ExpensesGambling/Lottery Expenses

  • Tax Return Preparation Expenses

  • Investment Expenses

  • Real Estate Taxes

  • Estimated Tax Payments to Federal and State Government 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

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