SOME OF THE THINGS YOU WILL NEED TO BRING
TO YOUR FIRST APPOINTMENT:

* Last year's tax return
* Original Form(s) W-2
* Schedule(s) K-1 from partnerships, S-corporations, estates or trusts
* Information about contributions to a pension or other retirement plan if this is the first year you received income from the plan
* Form(s) 1099 or statements reporting dividend, interest, retirement or other income
* Broker statements providing details of capital gains transactions
* Form(s) 1098 and copies of real estate tax bills, etc.
* Legal documents pertaining to the sale or purchase of real property

Questions?

Contact Taxdot by email: dottie@taxdot.net

or by phone: 231-533-5533

by mail:
or mail: Dottie Lualdi
3171 Shumaker
Bellaire, MI 49615