Waldeck Tax Checklist

Information that you will need to ensure the quickest and most accurate tax preparation

General Information for You/Spouse

Date of Birth:
Phone:
Email:
Occupation:
Dependent Information

Names:
SSN:
Date of Birth:
Medical/Dental Expenses
Charitable Contributions
Taxes on Real Estate
Vehicle Taxes
Mortgage Interest
Green Tech Home Improvements
2009 Tax Refund/Payments
Deduction Reminders:

Daycare Expenses
Student Loan Interest
Moving Expenses
IRA Contributions
College Tuition Expenses