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Tax Appointment

Please call (215) 345-0433 X304 to make a tax appointment.

 

THINGS TO BRING LIST

BE SURE TO BRING ALL OF THE FOLLOWING WITH YOU:

  • All copies of W-2s from employers , 1099s from banks and brokers and K-1 FORMS from partnerships, S Corps, estates and trusts;

  • All year end lender loan statements (forms 1098), including those REFINANCED or paid off during the year;

  • 1099 forms reporting all INTEREST, DIVIDENDS and STOCK SALES for 2015 as well as PURCHASE COST and DATE BOUGHT for all stocks sold in 2015;

  • 1099 forms reporting UNEMPLOYMENT COMPENSATION, STATE TAX REFUNDS, SOCIAL SECURITY BENEFITS, LOTTERY and CASINO WINNINGS;

  • 1099 forms for all RETIREMENT FUND WITHDRAWALS, TRANSFERS and ROLLOVERS;

  • Social security numbers and birth dates of all dependents, including children born in 2015;

  • A copy of 2014 TAX RETURNS for NEW CLIENTS ONLY;

  • ITEMIZED DEDUCTION summary including:

    -    Medical deductions and health insurance

    -    Local taxes paid, including real estate taxes

    -    Mortgage and investment interest paid

    -    Charities paid, including donation of money, clothing, vehicles, computer 
          equipment, etc.

    -    Employee business deductions

    -    Job hunting expenses

    -    Union dues, uniforms, tools, etc.;

  • Schedule summarizing BUSINESS or RENTAL Income and Expenses, if applicable;

  • Date and amount of each ESTIMATED TAX PAYMENT PAID for 2015 taxes (Federal, State, and Local);

  • Name, address and Federal I D Numbers of all CHILD CAREPROVIDERS;

  • Any IRS or STATE TAX Correspondence;

  • All LOCAL TAX FORMS, if we will file it for you. Please bring in this form. There are too many local forms and they do not provide copies to us;

  • 1098-T From your son's or daughter's college showing tuition billed;

  • Form 1095-A, B, or C showing health insurance coverage; and

  • Logons and passwords for any password protected files you are giving us, including Peachtree, Quickbooks, and Quicken backup files.

If you wish, you may upload these files to your client portal.  The best way is through the File Exchange, NOT the Upload link you see on your Home page.  In your portal, to the left, click on File Exchange, which is above toe folder with your name.  To the right of that, click on the To DePalantino & Company folder.  Click on the Upload button that will appear above.  You can either click on the Add Files button and select your files, or drag and drop them.  Click on the Start Upload button.