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
Social Security or
Unemployment Compensation statements.
Child care expenses,
educational or work related expenses
Self employed income and
College tuition payments
(room and board are not deductible)
PREPARATION FOR CLERGY TAX
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
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.
Clergy Tax Appointment Info.
346 S. Ninth St.
Mon, Tues, Wed and Fri. 9-6, Thurs 9-7
Sat 9-2 (Extended hours during tax season)
1509 Mt. Zion Road
Phone: 717.865.2530 717.272.7530
Tax Season Hours
M-F 9AM to 8PM, Sat 9AM-2PM - Remainder of Year by Appointment or "Chance"