To ensure that your meeting with Sound Accounting goes as smooth as possible please view the resources in the links below. Reviewing the links will help save you time and will best prepare you for your meeting.

Tax Appointment Checklist

Personal Information

  • Last year’s 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

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

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

Important Resources

The links below are third-party resources that can be used to help organize, prepare, or research financial information.
Utilizing the resources below can help both you and your tax professional.

Tax Calendar

NY Department of Labor

NY State Entity Search