Appointment Checklist
In order to be as helpful as possible please have the appropriate documentation ready before our appointment.
Personal Information
- Prior years income tax if you are a new client
- Social Security cards and Birth Certificates for yourself, spouse and dependents
- Dependent care, Name, Address, Tax ID or social security number
- Bank router and account number information if Direct Deposit Required
Income Data Required
- Wages (W-2 form), unemployment (1099G), Social Security Income (SSA-1099)
- Gambling/Lottery Winnings and Losses/Prizes/Bonus (W2-G)
- Interest and/or Dividend Income
- Pension/Annuity/Stock or Bond Sales
- Alimony
- Rental Income
- Self Employment/Tips
- Foreign Income
Expense Data Required
- Health Insurance Market Place Statement (1095-A)
- Dependent Care Expenses
- Education/Tuition Costs/Materials Purchased form (1098T)
- Out of pocket Medical/Prescription/Dental Expenses
- Mortgage form (1098)/Home Equity Loan Interest/Mortgage Insurance
- Employment Related Expenses
- Investment Expenses
- Estimated Tax Payments to Federal and State Government and Dates Paid
- Personal & Rental Property Taxes
- Charitable Contributions Cash/Non-Cash
- Purchase qualifying for Residential Energy Credit
- IRA Contributions/Retirement Contributions
- Home Purchase
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Small Business Tax Checklist
In order to be as helpful as possible please have the appropriate documentation ready before our appointment.
Income
- Gross income from sales or services and/or all other income
- Business Interest Statements (1099-INT)
Cost of Goods Sold (if applicable)
- Inventory
- Beginning inventory total dollar amount, Inventory purchases, ending inventory total dollar amount
- Items removed for personal purposes
- Materials & Supplies
Expenses
- Advertising, marketing or promotions
- Business Insurance
- Bank fees, credit card fees or merchant fees
- Estimated tax payments made
- Phone, computer & internet expenses
- Professional fees – Accountant, Consultants, Lawyers
- Office supplies
- Rent & utility expenses
- Transportation & travel related expenses
- Business trip mileage log, log or receipts for transportation, parking, tolls, airfare, hotel, meals, taxi, tips
- Wages & commissions paid to employees or Contractors (Form 1096 or 1099-MISC, form W-2 & W-3)
- Federal and state payroll returns (Form 940 & 941, etc.)
- Repairs, maintenance of office facility, etc
- Other business related expenses