Tax Appointment Checklist

What to Bring to Your Upcoming Tax Appointment

Don't forget this important information when preparing for your appointment with Ochudho Group, LLC.

• Last year's income tax records
• Personal information for you and any dependents (including Social Security numbers, address, and dates of birth
• Driver's License/State ID
• Bank account information, including routing numbers
• W2s from work and unemployment
• Any income earned from a contract, partnership, trust, or estate
• Alimony income
• Gambling or lottery winnings
• Self-employment income
• Tips earned
• Sales of any pension, annuity, stock, or bond
• Social Security income
• Interest and/or income tax refunds
• Rental Certificates and Mortgage Tax Statements
• Dependent care expenses
• Tax return preparation expenses
• Medical and dental expenses
• Mortgage/Home Equity Loan interest and Mortgage Insurance