Tax appointment checklist

What should I bring to my tax appointment? What to bring to your tax preparation appointment? How do you contact the IRS? What items are needed to file taxes?

May not be combined with other offers. To qualify, tax return must be paid for and filed during this period.

Personal Information. Tax refunds are our touchdowns! You can also file your taxes with a paid preparer. Located in the heart of Phoenixville, PA, Phoenix Tax Consultants LLC has over years of local tax preparation, tax planning, and audit experience. Child Care Provider name, address and Tax ID number.

If you are paying an individual then bring their name, address and social security number. Alimony - If you paid or received alimony we need to report how much and the social security number of the payer or recipient. However, if you weren’t in college and only received a W- you could skip those items on your tax documents checklist.

Whether you see a tax professional or prepare your taxes on your own, we’re here to help you determine what forms and information you need to file your taxes. When in doubt, bring the item in question to your tax appointment. The following is a good general list of the items to bring in with you for your scheduled tax appointment : Prior Year Tax Return Copies. If you are a new client, please bring copies of your last years federal and state income tax returns. Certified Tax Preparer in Orange County.

APPOINTMENT CHECKLIST. Quickly Import Last Year's Returns. Please bring all that pertains to you. Free for Simple Tax Returns. Maximum Refund Guaranteed. Industry-Specific Deductions. Get Every Dollar You Deserve. File Taxes From Your Home.

Tax Preparation Checklist Before you begin to prepare your income tax return, go through the following checklist. Highlight the areas that apply to you, and make sure you have that information available. Better yet, attach the list to a folder of your tax documents, and check items off as you add them to the folder.

Use this simple guide to prepare for your tax appointment. The documents that you will need to bring to your appointment are listed below.

Depending upon your individual situation, other supporting documents may be required to complete your return. Tax Planning Appointment Checklist Prior year tax returns for review, going back years. Recent investment statements for review of tax efficiency and appropriateness.

Recent 401k or other tax -deferred savings plan statements for review. All information pertaining to any currently owned. Tax Appointment Checklist is available to help you determine what you will need to bring and prepare for your next appointment with us. Your social security number or tax ID number.

Your spouse’s full name and social security number or tax ID number. Amount of any alimony paid and ex-spouse’s full name and social security number. Your tax returns for the previous three years. Whether you choose to file your tax return with us virtually or in one of our RVA tax offices, here is a detailed list of items that will be important when we complete your tax return. Your Tax Professional can check them for accuracy.

Name, address, Social Security number and Date of Birth for yourself, spouse and dependents. Last years income tax if you are a new client. Dependent Care Provider, Name, Address, Tax ID and S. Banking information if Direct Deposit Required. Access IRS Tax Forms.

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