Appointment/Drop-off Checklist

Personal Information

Last year's income tax (for new clients)

Name, address, SSN, DOB for yourself, spouse and dependents

Dependent provider Name, Address, Tax ID and SSN

Banking Information if Direct Deposit Required/Preferred

Income Data Required

Wages & Any 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/Losses

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 & Insurance

Employment Related Expenses

Gambling/Lottery Related Expenses

Tax Return Preparation Expenses

Investment Expenses

Real Estate Taxes

Estimated Tax Payments to Federal and State Gov. with Dates Paid

Home Property Taxes

Charitable Contributions

IRA Contributions/Retirement Contributions

Home Purchase/Moving Expenses

Add a footnote if this applies to your business

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