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Tax interviews conducted by Robert J Bockelman and Robert L Ferris.  From February 1, 2006 - April 1, 2006, appointment slots (Monday - Friday) will be:

bullet10:00 am
bullet  1:00 pm
bullet  2:30 pm
bullet  4:30 pm

And on Saturday between January 1, 2006 - April 1, 2006:

bullet  9:00 am
bullet10:30 am
bullet  1:00 pm
bullet  2:30 pm
bullet  4:30 pm

PLEASE NOTE THAT THERE WILL BE NO APPOINTMENTS AVAILABLE BETWEEN APRIL 2, 2006 AND APRIL 17, 2006.

The following is a general listing of information that will be helpful if you bring with you to your tax appointment (note that not all of the information herein may apply to your tax situation):

  1. Tax returns from last 4 years, not including the year to be filed.
  2. W-2's for the current year.
  3. Interest income/dividend income.
  4. If purchased/sold/refinanced property within the last 4 years, bring escrow closing statements.
  5. Medical and dental expenses.
  6. Mortgage interest/real estate taxes.
  7. Charitable contributions.
  8. Job-related employee expenses (tools, uniforms, union dues, education expenses, etc.)
  9. Child care expenses.
10. Investment expenses.
11. Income and expenses related to business.
12. Income and expenses related to rental property.
13. Sales and purchases of capital assets.
14. Information on casualty losses.
15. IRA & pension distribution and contribution.
 

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Last modified: 01/30/06