Tax Time Checklist

If you are wondering what you will need for your upcoming tax appointment and if you would like to stay organized, use our Tax Time Checklist.  Once you have downloaded, printed and filled out the checklist, bring it in with your documents and records to give to your preparer.  Even if you are a returning client, it’s a good idea to review the checklist and note any changes to your personal information, such as a new bank account, new address or new phone number. You may have questions or are unsure how certain sections of the checklist pertain to you, but don’t worry. Your tax preparer will guide you through the process at your meeting.

If you are a first time client, please review the bottom portion of the first page of the checklist titled, “Other Information,” to see important required items to bring to your appointment. Your tax preparer will want to see your income tax return for 2015, and if possible for 2014. Please bring your driver’s license and social security card, as well as copies of the social security cards of your dependents.