410-747-1855 | cfo@flinton.com
Tax Preparation Checklist
Tax Preparation Checklist

Useful Links

Contact Us - We're here to help you.
W-4, PDF file

I-9, PDF file

SS-4, PDF file

Tax Organizer, PDF file
Documents needed for preparation of Federal and State Individual Tax Returns
  • Wage statements (W2s)
  • Documents on any pension, retirement income
  • Interest & dividend income
  • Commissions received
  • Self-employed business income and expenses
  • Lottery or gambling winnings
  • State refunds received from previous years tax
  • Social Security/Unemployment income
  • Rental property revenue and expenses
  • Alimony paid or received
  • Purchase or sale of residence records
  • Medical and dental expenses
  • Taxes paid on real estate
  • Interest paid on real estate or business loans
  • Charitable donations
  • Work-related expenses
  • Educational expenses
  • Child care expenses (whom paid to and amount)
  • Dependent's social security numbers (if not on previous years tax forms)
  • Last two year's Federal and state tax returns (if not prepared by C.F.O., Inc.)
  • Date of birth of taxpayer and all dependents


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C.F.O., Inc., 49 Nunnery Lane Catonsville, MD 21228-2026
Phone: 410-747-1855 Fax: 410-747-2038 E-mail: cfo@flinton.com


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