Tax Appointment Checklist

Bringing in these documents with you at your appointment will assist us in preparing your taxes as accurately and in a timely fashion. If you are not sure about a particular document please call or email us or just bring the document in to be safe.

Personal and family information

The name and address social security number, date of birth for yourself, spouse and dependents. Bring your valid identification and social security card(s) for everyone.

If you have dependent care please bring the name, address, tax id and social security number of the sitter or facility.

You’re banking details if direct deposit is required. Your account and routing numbers are required.

Income Informational Documents

W-2 Wages

1099 Wages


Interest and/or Dividend Income

State/Local income tax refunded

Social Assistance Income

Pension/Annuity/Stock or Bond Sales

Gambling/Lottery Winnings and Losses/Prizes/Bonus

Alimony Income (Note child support is not taxable or deductible)

Rental Income


Foreign Income

Contract/Partnership/Trust/Estate Income

IRA or Pension distributions

Expense Informational Documents

Dependent Care Costs

Education and Tuition Costs/Materials Purchased


Mortgage/Home Equity Loan Interest/Mortgage Insurance

Unreimbursed Employee 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

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