Creekside Income Tax

2151 Hess Road, Appleton, NY 14008

Driving Directions

716-778-5120

Creekside Income Tax New Client Information

Please call 778-5120 for an appointment.


What do I need to bring to my appointment?

·        Bring a copy of last year’s Federal & State return.  We will review the returns for accuracy as well as verify that you have all the required information to complete this year’s return. 

·        Bring social security cards for everyone listed on your tax return.

·        Complete this form

·        Bring all your year end tax documents that you receive.  That may include any of the following:

Income

o   W2 – work income

o   1099 – other income (retirement, contact work, prizes etc)

o   Self employment income

o   Interest income

o   Dividend income

o   Stock sale income

Deductions

o   Mortgage interest paid

o   Real Estate taxes paid

o   Child care expenses

o   Charitable contributions

o   Education deductions

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