Tax Firm


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555 Winding Way - Spring Town, NY 00000 - Tel: (555)555-5555   email: lt@domain.com

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What to bring to your tax appointment:


        If itís your first year with your preparer, bring a copy of last yearís tax return and copies of social security cards

        Dates of birth for taxpayer, spouse and children

        Labels, envelopes and forms from taxing authorities

        W-2 forms, 1099ís and any other statements of income

        Pension/retirement income

        Social Security or Unemployment Compensation

        Child car expenses, educational or work related expenses

        Self-employed income & expenses

        College tuition payments (room & board not deductible)