Client Info
Client Information
Professional and personal tax preparation without leaving the comfort of your home? It is possible! In this age of information technology, remote tax preparation without losing the personal touch is possible and affordable. I currently have clients in twelve states, some of whom I have never seen in person. Information can be exchanged via SSL secured uploads/downloads, US postal service, UPS or Fedex, questions answered via email, texting and/or phone. And of course, I'm always delighted to see you in person. I have offices in Henry County near La Grange, KY and in Louisville, KY in the Middletown area. Hours at both offices are by appointment.
Download in PDF format a client information, tax questionnaire and engagement letter.
All current clients have received their personalized (with prior year data) organizer and tax information via the postal service as usual.
Reminder of information needed:
- W-2's (wages) and 1099R's (retirement, distributions, etc.)
- Schedule K-1's (from partnerships, S-corporations, trusts)
- Forms 1098 (mortgage interest)
- Forms 1099INT (interest) and 1099DIV (dividends) along with brokerage yearend statements from stock, bond or other investment transaction
- Any form stating "information tax information"
- Closing statements pertaining to real estate transactions
- Any tax notices received from the IRS or other taxing authority
- Bank information for direct deposit of refunds, if desired
- Prior year tax return ONLY if I did not prepare it
- Marcus Aurelius
