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