Personal information Needed:

Last year’s 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 is 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