o   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 Provider, Name, Address, Tax ID and S.S.N.

·                 Banking information if Direct Deposit Required

 

o   Income Data Required -

·                 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