Appointments

To schedule a tax appointment or business consultation, please call 410-342-2552 or send an e-mail to pwccpa@aol.com.

A frequently asked question is “What should I bring to my tax appointment?”

Below are listed the most commonly required items:

• Wage statements/W-2s
• Pension, retirement income/1099-Rs
• Interest and dividend income/1099-INT/1099-DIV
• Sales of stocks or bonds
• Self-employed business income and expenses
• Lottery or gambling winnings
• State refund amount
• Social Security/Unemployment income
• Income and expenses from rentals
• Alimony paid or received
• Record of purchase or sale of residence
• Medical and dental expenses, if significant
• Property taxes
• Estimated taxes paid
• Cash and non-cash charitable contributions
• Mortgage or home equity loan interest paid/1098
• Un-reimbursed employment-related expenses
• Job-related educational expenses
• Child care expenses and provider information
• Dependents’ social security numbers and birthdates
• Last year’s tax return