Please view the checklist below to best prepare for your first tax appointment with Long Island Tax and Planning.

Having the following information organized and ready to go can help both you and your tax professional.

TAX APPOINTMENT CHECKLIST

Personal Information

  • Last years income tax if you are a new client
  • Name, address, Social Security number and Date of Birth for yourself, spouse and dependents
  • Dependent Care Provider, Name, Address, Tax ID and S.S.N.
  • Banking information if Direct Deposit Required

Income Data Required if Applicable

  • 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 if out of pocket exceeds 7.5% of income
  • Mortgage/Home Equity Loan Interest/Mortgage Insurance
  • Gambling/Lottery 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
DOWNLOAD A PDF VERSION OF THE CHECKLIST HERE

GET IN TOUCH

To learn more about Long Island Tax and Planning contact us to speak with a representative.

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470 Sunrise Highway #2
West Babylon, N.Y., 11704

650 Hawkins Ave #11
Ronkonkoma, N.Y. 11779

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P: 631-661-8410
F: 631-482-8311