Broker Check

Documents for Individual (Form 1040) Tax Clients

Below you will find lots of important information related to the preparation of your 2019 tax return.  Please read it carefully.

Please provide us with the following forms and documents, if applicable, as soon as you receive them so that we can begin work on your tax return.

  • Form(s) W-2 (wages, etc.)
  • Form(s) 1099 (interest, dividends, retirement, etc.)
  • Schedule(s) K-1 (income/loss from partnerships, S corporations, etc.)
  • Form(s) 1098 (mortgage interest) and property tax statements
  • Brokerage statements from stock, bond, or other investment transactions
  • Closing statements pertaining to real estate transactions
  • Form 1095-A, if applicable, for health care coverage under the Affordable Care Act
  • All other supporting documents
  • Any tax notices received from the IRS or other taxing authorities

In order for us to guarantee that your tax return will be completed by July 15, 2020, we must have all of the above information in our office by Monday, June 1, 2020.  If we do not have all of your information by that date, it is likely that your return will be extended. 

For extended returns, we will need to receive all of your tax information by Friday, August 28, 2020 in order for your return to be completed before the extension deadline of October 15, 2020.  If we do not receive all of your information by that time, an additional fee of $200 will be added to your invoice to account for the extra time needed to file a timely return on your behalf.  This has become necessary due to an increasing number of returns coming in to the office with just a couple of weeks left in the filing season and the resulting overtime that preparing them entails.

When you visit the office to bring in your information, please plan on spending a few minutes with a member of our staff reviewing our tax questionnaire and signing some documents for our records.  If you prefer, you can print out copies of these documents (found below) ahead of time and fill them out.  This will save you time during your appointment.  If you plan to either email or drop off your information, we will need to get the questionnaire and signed documents back from you before we can begin preparing your return.

If you have dependent children who had income in 2019, please contact us so that we can help ensure that both their return and your own return get filed correctly.

Keep in mind that all returns must be electronically filed and that we must receive payment for our services prior to filing your return

If you need to make an appointment to discuss your 2019 tax return, please call our office to schedule as soon as you can.  We thank you for your business and look forward to working with you in the coming months.

Please fill out and sign each applicable page of the attachment below.