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Call (585)264-0670 (voice mail) for an appointment. Indicate your availability, and which office you prefer.
Gather all your tax documents:
- W-2's, 1098's, 1099's, K-1's and a copy of your prior
year returns (not needed for returning clients)
- Stock Sale and Purchase Confirmation Slips
- Mutual Fund Annual Statements of purchases, sales
and reinvestment activity
- Quicken / Quickbooks spreadsheets and/or Excel files
- Court papers that affect your exemptions, income and expenses, such as Qualified Domestic Relation Orders
(QDRO's) Divorce Papers or Separation Agreements.
- Other pertinent documents such as non-cash donation
slips, real estate tax payments, moving expense reimbursements, educational expenses, etc.
Your call will be promptly returned and the earliest possible time confirmed for your appointment.
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