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Meeting Checklist
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Forms W-2’s for wages, salaries, tips, and pensions
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Forms 1098’s for mortgage interest paid to financial
institutions and property tax statements
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Brokerage statements from stock, bond or other investment
transactions including form 1099-B.
- Forms 1099’s for interest,
dividends, state/local tax refunds and other payments.
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Forms K-1’s from partnerships, s-corporations, estates, and
trusts.
- Closing statements pertaining to real estate transactions
including the settlement sheets from the purchase and sale.
- All correspondence and notices from IRS and other tax
agencies, if any.
- Labels, envelopes and forms from taxing authorities.
- If it is your first year with us, bring a copy of last year’s
tax return, social security numbers, dates of birth for
taxpayer, spouse and children.
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1038
TREXLERTOWN ROAD
BREINIGSVILLE, PA 18031
P: (610)
395-6766
F: (610)
398-9535
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