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
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