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Short List of What to Bring

Curious what to bring to your appointment?  Bring all that apply to you

  • Social Security or other taxpayer ID numbers for you, your spouse, and dependents
  • Birth dates for you, your spouse, and dependents
  • Income statements: Forms W-2, W-2G, 1099-R, etc.
  • Interest and dividends statements from banks, brokerages, etc.
  • Form 1098 from your mortgage lender
  • A copy of last year’s tax return
  • Bank routing and account numbers
  • The amount you paid for childcare and the childcare provider’s tax identification number
  • Receipts for charitable donations
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X-TAX, CPA, PLC Privacy Policy

At X-TAX, CPA, PLC we are committed to protecting your privacy and ensuring the security of the information you provide to us. We want your use of the X-TAX web site, and the services we offer, to be productive and safe. Our Privacy Policy illustrates our commitment to your privacy and security.

Information We Collect

We collect nonpublic personal information about you from various sources, including:

  • Interviews regarding your tax situation
  • Applications, organizers, or other documents that supply such information as your name, address, telephone number, Social Security Number, number of dependents, income, and other tax-related data
  • Tax-related documents you provide that are required for processing tax returns, such as Forms W-2, 1099-R, 1099-INT, 1099-DIV, and stock transactions

We Protect Your Information

X-TAX has created this privacy policy to demonstrate our firm commitment to your privacy. To ensure the highest level of confidentiality and security, it is our goal to clarify our policy on the collection and use of your personal information. We will not give, sell or use your personal information to any outside company for its use in marketing or solicitation. We will maintain its confidentiality and it will be used only to support your customer relationship with X-TAX.

Our employees are trained and required to safeguard your information. Using physical, electronic and procedural safeguards, we restrict access to personal information to those employees for business purposes only.

Changes to Policy

If there is a change in our policy, we will post it immediately at www.x-tax.com.

Sincerely,

Mark Pricco

President

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