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What to Bring to Your Appointment
Income Information
W-2s for wages or gambling
Interest income information (Interest from banks, credit unions, investments)
Dividend information - statement from broker or 1099 DIV
Social Security Statement for Social Security Income received
Retirement Pay Information (1099R)
Expense Information
Interest Paid on House during tax year
Real Estate Taxes Paid on house during tax year
Contribution to charities during tax year
Any business related expenses
Other Information
Social Security Numbers and Dates of Birth of Children
Settlement Statement (Closing Papers) on any Real Estate Sold, Bought or Refinanced during tax year
Any other information which may appear to be necessary or which you have questions about.
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| The Griffith CPA Firm, PLLC 6812 Crumpler Blvd. Ste 100 Olive Branch, MS 38654 Phone 662.893.8299 Fax 662.893.8244 E-mail: terry@griffithfirm.com E-mail: tawni@griffithfirm.com © - 2008 The Griffith CPA Firm, PLLC. All Rights Reserved.  |