Click here to make an appointment.
Please deliver the following items one week prior to your scheduled appointment:
• W-2s
• 1099s
• Schedule C
Revenue and Expenses by Category
• Schedule E / Rental Property
Rental Income
Rental Expenses by Property
• Schedule K1’s
1065s
1120s
• Brokerage Statements for the Sale of Real Estate
• State Refunds from the previous year
• Mortgage Interest Statements
• Real Estate Tax Payments
• Charitable Contribution Statements and Information
• Employee Business Expense Information
*All other income from any source derived