Our Tax Appointment Worksheet

Below is a list of the most common items clients forget to bring to their tax appointment.

Personal Taxes
Direct Deposit Info - Social Security Number - Form 1098-T - Sales Tax on Vehicle Purchases - 1099-R's - Unemployment Document - Copy of Last Year Return (New Clients).

Business Taxes:
Sales Tax Returns
Payroll Reports
Depreciation Schedule Loan Interest
Loan Balances. Download Our Tax Appointment Worksheet


Helpful Links
Internal Revenue Service
Florida Department of Revenue
Florida Division of Corporations

Questions about your Refund
My Refund An online tool to check on the status of your refund.
My Amended Return An online tool to check on the status of your amended tax return.



  • "Stacy is highly skilled and knowledgeable in all tax preparations and bookkeeping."
    Zina Zina,


    "I recommend anyone needing a new tax person to visit Stacy at Tax For Jax."
    Donna Quiroz,


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