TAX APPOINTMENT
- We look forward to seeing you at your tax appointment. Please bring the following information:
- Two years previous personal and/or business tax returns
- Most recent years depreciation schedule for each tax return
- Current year information:
- Spouse and dependent information (ie, name, ssn, date of birth, etc)
- Form(s) W-2 (wages, etc.)
- Form(s) 1099 (interest, dividends, etc.)
- Schedule(s) K-1 (income/loss from partnerships, S corporations, etc.)
- Form(s) 1098 (mortgage interest) and property tax statements
- Brokerage statements from stock, bond or other investment transactions
- Closing statements pertaining to real estate transactions (ie, refinances, purchases, sales, like-kind-exchanges, etc)
- All other supporting documents (schedules, checkbooks, etc.)
- Business financial statements
- Any tax notices received from the IRS or other taxing authorities
- List of questions you want to ask
- Completed tax organizer (if possible)
- Bring all information you feel may be important - when in doubt, bring it.
- If you have any questions, please contact us.
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