Preparation
Please bring or send the following documents to your one-on-one tax interview with Robert Greene.
- ____ 1. Most recent tax return, federal and state
- ____ 2. Form W-2's Wage statements
- ____ 3. Form 1099's Interest and Dividend Income
- ____ 4. Form 1098 Mortgage Interest and Real Estate Tax statement
- ____ 5. Summary of all medical expenses
- ____ 6. Summary of all charitable contributions
- ____ 7. Summary of all work related expenses
- ____ 8. Cost basis of any investments you sold during the year
- ____ 9. A list of questions and issues you want addressed (optional)
- ____ 10. Anything else which might be relevant
- ____ 11. New Client Data Sheet - Click here for form
- ____ 12. Real estate Buy, Sell, Refi: Settlement Statement HUD-1
Prior to meetings with Robert Greene, CPA, please:
- 1. Open all envelopes.
- 2. Remove and unfold the documents.
- 3. Discard the empty envelopes.
- 4. Turn OFF Cell Phones.
- 5. If you have symptoms of a cold or flu, such a cough, or a runny nose, please call 24 hrs in advance to re-schedule.
