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What to bring to your tax appointment

This list is provided for new and existing clients as a reference.  When you come to your tax appointment, please bring the following:

 

  • If it's your first year with your preparer, please bring a copy of last year's tax return and copies of social security cards for taxpayers, spouse, and dependants.

  • Dates of birth for taxpayer, spouse and dependants.

  • Label Envelopes and forms from the local tax collector.

  • W-2 forms, 1099's and any other statements of income

  • Pension/Retirement income statements.

  • Social Security or Unemployment Compensation statements.

  • Child care expenses, educational or work related expenses

  • Self employed income and expenses

  • College tuition payments (room and board are not deductible)

 

PREPARATION FOR CLERGY TAX APPOINTMENT

 

Due to the large number of clients we serve during the 12 weeks of tax season, it is imperative that you come to your appointment well prepared.  In order to accommodate all our clients prior to April 15, we find it necessary in most situations to limit our interview time to approximately 1 hour.  We want to make the best use of that time and you can help by having the following information readily available to us:

  • See list above.

  • Amount of honoraria from weddings, funerals, speaking, etc.

  • A detailed list of unreimbursed ministerial expenses, such as travel, gifts, conferences, ministry mileage, etc.

  • A detailed list of your housing expenses, using the clergy worksheet as a guide. 

  • Please have any mortgage or home equity statements available.

  • If you purchased, sold or refinanced a home in the past year, we need to see a copy of the settlement papers.   (HUD1)

  • If you paid TUITION for post high school education for yourself, your spouse or a dependent, we will need to know how much was paid out of your funds (excluding grants and scholarships) and when the payments were made and which semester the costs were for.  We also need to know what year (freshman, junior, etc.) the student was considered to be in at the time the expenses were incurred.

  • If your situation in the past year is similar to the prior year, a review of your prior year return would be a good way to prepare for your tax appointment.  Please come prepared with dates of birth and Social Security cards (or photocopies) for each person listed on your return.  Without Social Security cards (or copies) we may not be able to file the return electronically for you. 

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Update: Clergy Tax Appointment Info.


Lebanon Office

346 S. Ninth St.
Lebanon, PA

17042-5906
Phone: 717.273.3100
Fax: 717.273.2200

 

Hours - Mon, Tues, Wed and Fri. 9-6,    Thurs 9-7    Sat 9-2  (Extended hours during tax season)


Mount Zion Office

1509 Mt. Zion Road
Lebanon, PA

17046-9609
Phone: 717.865.2530 717.272.7530
Fax: 717.865.5441

 

Tax Season Hours -

M-F 9AM to 8PM, Sat 9AM-2PM - Remainder of Year by Appointment or "Chance"

 

 

 

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