Taylor Tax Associates
Serving You First
555 Washington Ave.
Susquehannock, PA 00000
Phone: (555)555-5555
Fax: (555)555-5555
(Please note that we will customize this page when you place your order)
What to bring to your tax appointment:
· If it’s your first year with your preparer, bring a copy of last year’s 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, 1099’s 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)