E-NEWSLETTER
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Prepare for your Appointment CATEGORIES |
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1. W2's and 1099's.
2. Closing Escrow Statement (Hud 1) for any
home purchase, home sales or refinance.
3. Sales Tax on big purchases such as cars, boats,
or RV's.
4. Unemployment amounts.
5. Interest earned on any bank accounts.
6. Mortgage Interest - 1098's.
7. Property Taxes.
8. DMV Fees
9. Work related expenses.
10. Distributions from IRA's, pensions, 1099R, or etc.
11. Investment brokerage statements - Sold stocks?
12. K-1's, partnerships, s-corps, or investments.
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