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

 

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

• 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