Tax Strategies, Inc.

Preparing to Meet with Our New York CPA

PLEASE BRING OR SEND THE FOLLOWING DOCUMENTS:

 

  1.   Most recent tax return, federal and state

  2.   Form W-2's Wage statements

  3.   Form 1099's Interest and Dividend Income

  4.   Form 1098 Mortgage Interest and Real Estate Tax statement

  5.   Summary of all medical expenses

  6.   Summary of all charitable contributions

  7.   Summary of all work-related expenses

  8.   Cost basis of any investments you sold during the year

  9.   Form HUD-1 for any real estate property you bought or sold during the year

  10.   A numbered list of questions and issues you want addressed (optional)

  11.   Anything else that might be relevant

Any document or information that is not available at the time of the meeting or telephone conference can be mailed or faxed later.

 

SPECIAL THINGS TO NOTE:

1. NEW CLIENTS ONLY: Please bring your most recent tax return, Federal and State.

2. NEW CLIENTS ONLY: Complete the client data worksheet  from the website and bring it with you to your appointment.

 

(If you do not have a printer: put all the information on a sheet of paper.)

THIS WILL SAVE valuable TIME AT YOUR APPOINTMENT!

 

3. ALL CLIENTS: Please make a List of your questions & issues, on 8½ x 11” paper only. Leave space between the questions to write answers.

 

In our real world experience of taxation, we find that middle class taxpayers receive significant benefits from this New York CPA.

© 2017 NY TAX STRATEGIES