Schedules K-I showing income from Partnerships, S Corporations, Estates and Trusts.
Statements supporting deductions for mortgage interest and taxes
Statements supporting charitable contributions
Statements supporting business expenses- especially mileage logs
Any tax notices sent to you by the IRS, State Tax Board, or other taxing authorities.
A copy of your income tax return from last year, if not on file in our office.
A copy of all escrow statements for purchases and sales of real estate.
Tax Assistance Check ListClick here for a list of items that need to be included with your filled-in tax questionnaire. Use the provided list, marking any items that apply to you. Then upload these items when you complete your questionnaire.
Tax Organizer Form Complete after the questionnaire below. Upload your documents and you are ready to go!