Our primary focus is serving as a holistic adviser to clients, offering integrated tax, estate,
and personal financial planning in addition to investment advisory services.
 

My Tax Appointment

What do I need to bring?

  • A copy of your prior 2 year tax returns, if not prepared by this office
  • Form(s) W-2’s (wages, etc.)
  • Form(s) 1099 (interest, dividends, etc.)
  • Schedule(s) K-1 (income/loss from partnerships, S corporations, etc.)
  • Form(s) 1098 (mortgage interest) and property tax statements
  • Investments statements from stock, bond or other investment transactions
  • Closing statements pertaining to real estate transactions
  • All other supporting documents (schedules, checkbooks, etc.)
  • Any tax notices received from the IRS or other taxing authorities

If not on file with us already:

  • A picture ID and your social security card.