• Final estimated tax payment for 2022 due.
• Free MilTax service for military opens to prepare 2022 returns.

IRS begins processing 2022 tax returns.

• First estimated tax payment for tax year 2023 due.
• Filing deadline for tax year 2022

Second estimated tax payment for 2023 due.

Third estimated tax payment for 2023 due,

Extended deadline to file 2022 tax return.

Fourth estimated tax payment for 2023 due.

If married; Provide Spouse’s Info

•Legal name (as listed on social security card) • Occupation •Date of Birth.

If you have Children, for each child:

• Legal Name • Date of Birth • Social Security Number.

Copy of Driver’s License and

If married:

Copy of Spouse’s Driver’s License i

Summarize Deductions: • Medical Expenses • Auto Excise Tax • Interest on Mortgages and Home equity Loans (attach applicable 1098 Forms) • Mortgage Insurance Premiums • Real Estate Taxes • Casualty and Theft Losses • Cash and Non-cash Charitable Donations (attach receipts for non-cash donations).

Prepare a spreadsheet with

• Date you bought “each” item that was sold • Total purchase price of “each” item sold • Note: Do not assume your cost information is provided on Form 1099B. Review all your stock sales on form 1099B to ensure you have the purchase date and cost information for each stock or mutual fund sold during the year. • All 1099B forms, we need them during your appointment.

Indicate the amount of any applicable after-tax Traditional IRA contributions you made over the years.

Provide Each Providers’:
•Name •Address •Federal Id Number or Social Security Number •Amount Paid.
Provide for each child cared for:
•Name •Total Amount Paid. •If you use a Nanny Tax Service to handle the employment taxes, please provide your Completed Schedule H

Cover page with: •Summary Gross Self-Employment Income during the year •Applicable expenses categorized and summarized by the Type of Expense (i.e. advertising, equipment, supplies, etc.)

Cover Page Income statement showing •Gross Rental Income you received •Applicable Expenses categorized and summarized by the type of expense (i.e. advertising, mortgage interest, real estate taxes, repairs, maintenance, condo fees, etc). •Date when you started renting the property, •How much you Originally Paid for the property.

If you used the property as a Vacation Home

•Total number of days you personally used the property during Tax Year.

•Calculate the square footage of the area used for business. In addition, we will need to know the date you began using the space for business, how much you originally paid for the property and a summary of your utility expenses (gas, electric, oil, condo fees, landscaping, snowplowing, maintenance, etc), major home improvements and direct office expenses (repairs, business phone, etc).

Such as Bank Accounts, Brokerage Accounts, Foreign Partnerships, etc. where Total Value of Foreign Assets was more than $50,000 ($100,000 if married) on the LAST DAY of the tax year or more than $75,000 ($150,000 married) at ANY TIME during 2022 please complete and bring Form 8938. Download Form8938

See what you need at here.

• VISA and Passport •Cover page with: Permanent Address where you are a citizen and F-1 or J-1 VISA number. / Actual dates Entered and Left the United States during the Tax Year./ Number of days you were in the United States for the last three years.

provide the Date Paid and Amount Paid of all Federal and State estimated Tax Payments.

so that we can obtain your Direct Deposit information.

you received not mentioned above.