• icon888 W Sam Houston Pkwy S #125 Houston, TX 77042
  • iconAhmed@ahmedabdalwahabcpa.com

Opening Hours : Mon-Fri 8am-5pm

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Need Help? call us free

832 638 5790
نتحدث اللغة العربية

Check List

Click Here to download Check list for Sch C work sheet

Click Here to download Check list


Personal information
  • Last year’s 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

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

Expense Data Required
  • Dependent Care Costs
  • Education/Tuition Costs/Materials Purchased
  • Medical/Dental
  • Mortgage/Home Equity Loan Interest/Mortgage Insurance
  • Employment Related Expenses
  • Gambling/Lottery Expenses
  • Tax Return Preparation Expenses
  • Investment Expenses
  • Real Estate Taxes
  • Estimated Tax Payments to Federal and State Government and Dates Paid
  • Home Property Taxes
  • Charitable Contributions Cash/Non-Cash
  • Purchase qualifying for Residential Energy Credit
  • IRA Contributions/Retirement Contributions
Address

If you have any further questions, please don’t hesitate to contact me.

  • 888 W Sam Houston Pkwy S#125, Houston , TX 77042

  • 832 638 5790

  • Ahmed@ahmedabdalwahabcpa.com

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