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
kevin@dskgllc.com