For more information, please feel free to contact us with questions you may have.
• Please provide all year end tax reporting forms. The most common are:
- Interest Income
- Dividend Income
- Distributions from Pensions, Annuities, IRAs, etc.
- Social Security Income
- Miscellaneous Income from Rents, Royalties, Nonemployee Compensation
- Sales of Stocks, Bonds, Real Estate
• We will also need:
• New Clients:
Download Individual Checklist (PDF)
Additional information may be requested during preparation of your tax returns.