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.

Call us at (425) 882-3300