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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


•  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