Please complete and print this organizer and bring it with your tax papers.
Please provide us with the following additional information:
- 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)
- Brokerage statements from stock, bond or other investment transactions
- Last pay stubs from all jobs
- PROPERTY TAX STATEMENTS
PLEASE FEEL FREE TO CONTACT US IF YOU HAVE ANY QUESTIONS OR NEED ASSISTANCE.