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Tax Appointment Checklist
Personal information -
  • Last years income tax if you are a new client 
  • Name, address, and Date of Birth for yourself, spouse and dependents
  • Dependent Provider, Name, Address.
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
Tampa Bay: (727) 815-2310
Clearwater Office Hours: Mon-Fri: 8AM - 4PM

Call for an appointment
2451 McMullen Booth Rd #206
Clearwater, FL 33759