302.792.1717 kevin@dskgllc.com

Tax Checklist

taxes made easy

Checklist

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New Clients Start Here Set Up A Video Conference Basic Questions Answered Schedule Now

New Client Schedule

This is an initial consultation for a new client, or a previous client with signifcant status changes. Basic information will be dicussed and a filing strategy set up. The fee associated with this service is generally applied to the full completion of your tax services.

What To Bring or Send

FAMILY MEMBER INFORMATION
  • Name
  • Date of Birth
  • Social Security Card
  • Last Year’s Tax Return
  • Valid Driver’s License
INCOME AND TAX INFORMATION
  • W-2’s
  • Interest (1099-INT or substitute)
  • Dividend Slips (1099-DIV or substitute)
  • Stock Sales (1099-B or Broker Statement)
  • Self-Employment Income and Expenses
  • Sale of a Personal Residence
  • Rental Income and Expenses
  • Sale of any Business Assets
  • Gambling or Lottery Winnings (W-2G for some winnings)
  • State Income Tax Refund (1099-G)
  • Pension Income (1099-R)
  • Estimated Taxes Paid
  • Social Security or Railroad Retirement (SSA-1099 or RRB-1099)
  • IRA or 401(k) Distribution (1099-R)
  • Unemployment Compensation (1099-G)
  • Miscellaneous Income (1099-MISC)
DEDUCTIONS/ADJUSTMENTS:
  • Medical Expenses
  • Real Estate or Personal Property Taxes
  • Mortgage Interest
  • Charitable Contributions (cash and non-cash)
  • Gambling Losses
  • Traditional IRA Contributions
  • Higher Education Expenses
  • Student Loan Interest
TAX CREDITS
  • Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN)
  • Form 1098T /Education Credit
  • Adoption Expenses
  • Retirement Savings Contributions Credit

We Will Save You $$$

When we have all of your information, no other service can get you a better result.
Why Pay More

fax

1 (888) 415-7890

Call

(302) 792-1717

EMAIL

kevin@dskgllc.com