Tax Information to Bring

o   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

o   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

o   Expense Data Required -

·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