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
• Driver’s license for both spouses
• Phone numbers and email addresses

Income Data Required

• Wages and/or Unemployment – Form W-2
• Interest and/or Dividend Income – Form 1099-Int 1099-Div
• State/Local income tax refunded
• Social Assistance Income
• Pension/Annuity/Stock or Bond Sales – Form 1099-R
• Contract/Partnership/Trust/Estate Income – Form K-1
• Gambling/Lottery Winnings and Losses/Prizes/Bonus
• Alimony Income
• Rental Income
• Self Employment/Tips
• Foreign Income
• Social Security Benefits received – Form SSA1099
• If business: all income support of the business for the year, any 1099 Forms

Expense Data Required and other documents

• 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 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
• Interest and points paid to bank on primary residential – Form 1098
• Health Insurance coverage – Form 1095-B or Form 1095-A
• If business: all expense support related to this business for the year

Download the Tax Appointment Checklist