Tax Appointment Checklist

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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