Tax Appointment Checklist

Personal information

  • Last years 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

Success is a Journey, not a Destination - Arthur Ashe

Ease your mind. Get in touch today.


Quick Contact

Phone (870) 523-3689
Text     (870) 512-6100
Fax      (870) 523-2040

Office Hours

Monday – Friday: 8:00 AM to 6:00 PM
Saturday: 9:30 AM to 1:00 pm
After Hours By Appointment

912 Highway 367 North, Newport, AR 72112
(across from Fortune Inn)


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