Please have the following information: 1. New Clients-Copy of Prior Year's Tax Return 2. Year-end Wage & Pension Stmnts 3. Copy of Year-end 1099's (Int. & Div.) 4. Securities Sale Stmnt & Purchase Info 5. Settlement Statements on Property Purchase & Sale 6. Completed Tax Organizer (Download Above) (Additional Items May Be Requested)
|