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DeSanti & Associates, Inc.

A Tax Preparation & Consultancy Firm

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Appointment Checklist


Bank Interest Statements
Mortgage Interest Statements - 1098's
Bank account information for direct deposit (you may split your refund into 3 accounts)
Brokerage Statements
Social Security Statements
Tuition Fees (1099-T)
Business Income & Expenses (find an organizer)
Rental Income & Expenses (find an organizer)
Charitable Contributions (find an organizer)
Business use of Home Worksheet (find an organizer)
Vehicle and Employee Business Expenses (find an organizer)

Please contact us for an appointment. We are available Monday - Friday 9am - 5pm and Saturday 10am - 4pm