Creekside Income Tax

2151 Hess Road, Appleton, NY 14008

Driving Directions

716-778-5120

Creekside Income Tax New Client Information

Please call 716-778-5120 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.

        Bring a driver's license for the taxpayer/spouse, this is required by both NYS and the IRS.

        If you quality for Earned Income Credit bring proof of address for the children, such as a letter from the daycare, school or medical provider showing the childs name and address.

        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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