New Clients? Questioins? Set Up A Conference Basic Questions Answered Schedule Now

New Client Schedule

This is an initial consultation for a new client, or for a previous client with significant status changes. Basic information will be discussed and a filing strategy set up. 

What To Bring or Send

  • Name
  • Date of Birth
  • Social Security Card
  • Last Year’s Tax Return
  • Valid Driver’s License
  • W-2’s
  • Interest (1099-INT or substitute)
  • Dividend Slips (1099-DIV or substitute)
  • Stock Sales (1099-B or Broker Statement)
  • Self-Employment Income and Expenses
  • Sale of a Personal Residence
  • Rental Income and Expenses
  • Sale of any Business Assets
  • Gambling or Lottery Winnings (W-2G for some winnings)
  • State Income Tax Refund (1099-G)
  • Pension Income (1099-R)
  • Estimated Taxes Paid
  • Social Security or Railroad Retirement (SSA-1099 or RRB-1099)
  • IRA or 401(k) Distribution (1099-R)
  • Unemployment Compensation (1099-G)
  • Miscellaneous Income (1099-MISC)
  • Medical Expenses
  • Real Estate or Personal Property Taxes
  • Mortgage Interest
  • Charitable Contributions (cash and non-cash)
  • Gambling Losses
  • Traditional IRA Contributions
  • Higher Education Expenses
  • Student Loan Interest
  • Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN)
  • Form 1098T /Education Credit
  • Adoption Expenses
  • Retirement Savings Contributions Credit

We Will Save You $$$

When we have all of your information, no other service can get you a better result.
Why Pay More