Preparation Please bring or send the following documents This will ensure that our time spent reviewing your |
 |
A.
New Client Data Sheet 
CLICK HERE FOR "New Client" FORM
B.
- ____ 1. Most recent tax return, federal and state (new clients only)
- ____ 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. Real estate Buy, Sell, Refi: Settlement Statement HUD-1
- ____ 10. Student Loan Interest Paid - Form 1098-E
- ____ 11. Tuition Paid - Form 1098-T
- ____ 12. Union Dues
- ____ 13. A list of questions and issues you want addressed (optional)
- ____ 14. Anything else which might be relevant
The Agenda for This Meeting Is:
- ____ 1. Review Last Year's Tax Return
- ____ 2. Prepare This Year's Tax Return
- ____ 3. Prepare You for Next Year's Tax Return
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 as a cough or a runny nose,
please call 24 hrs in advance to re-schedule. - ____ 6. Most Efficient Idea: Please make copies of the following to give to Robert Green CPA:
(a) Last year's Federal and State Tax Return and
(b) Current year's documents
Face-to-face appointments may not be necessary.
You can send an envelope to my office, via US Priority Mail, UPS, or FedEx .
To schedule an appointment:
Please call the office during normal business hours 9am - 4 pm Eastern time.
Our number is 845-889-4439.
Please have your calendar and a pencil ready.
If you are coughing, do not come and cough on me.
Please call to re-schedule. Thank you.
