Not sure what you need to bring for your meeting with one of our tax professionals? Need a program to calculate your financials? QualiTax has it all! Check out our important documents to find a pre-appointment checklist, tax organizer, financial calculator and refund trackers! Our helpful tools will allow you to have more control over your financials as well as give you peace of mind about your tax preparation.

At QualiTax, our tax consultants are here to help you with whatever you need. We want you to feel secure knowing that we are doing everything in our power to help you save money. Give us a call to set up a consultation.

Here are some tools & resources to help you along the way

Pre-Appointment Checklist

  • Copy of last year’s return
  • W-2’s
  • Interest & Dividend Income
  • Stock Sales or Broker Statements
  • Self-Employment Income & Expenses
  • Sale of Personal Residence & Re-Finance Papers (HUD-1’s)
  • Rental Income & Expenses
  • Gambling & Lottery Winnings
  • State Income Tax Refund
  • Pension Income
  • Estimated Taxes Paid
  • Social Security Year-End Statement
  • IRA or 401(k)Distributions & Contributions
  • Unemployment Compensation
  • Medical Expenses
  • Real Estate Taxes
  • Mortgage Interest
  • Charitable Contributions
  • Employee Business Expenses
  • Gambling Losses
  • Employment-Related Moving Expenses
  • Childcare Expenses
  • Higher Education Expenses

Tax Organizer

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