3 most recent Tax Returns
All escrow papers regarding the purchase, sale or refinance of a home
All 1099’s (if applicable)
Mortgage Interest Statements
All info regarding the sale of stock or cash out of 401k
Rental Property Info, Expenses, Income
All info on any small business, partnership or corporation
All important tax documents
Car registration fee amounts
Write down any questions you may have and bring them in
We need your profit and loss statement and balance sheet. Please bring your computerized statement or totals of your income and expense items.
We need your checkbook balance as of 12-31 of the tax year.
We need the total of your profit distributions.
If you purchased new assets we need the following:
a. Description of asset
b. Actual purchase price
c. If there is a loan involved we need the contract or loan document
d. The date of the purchase
5. We need the W-2’s or final Year t
Trust paperwork showing name, date established and beneficiaries.
Beneficiaries names, addresses, and socials.
Date of death of the decedent.
Any previous tax returns filed.
All title closing statements of any property transactions.
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