Name
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First Name
Last Name
Check this box stating that your Balance Sheet, Profit & Loss, and General Ledger for this year or access to your online books will be available one week prior to our meeting
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If your accounts are not reconciled through the prior month your appointment will be rescheduled.
I am a monthly client!
Yes it will be ready!
No business activity this year.
Please check all that apply to you, AND upload all supporting documents to Verifyle
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Supporting documents or information to provide in Verifyle are listed next to each item.
Filing status update - provide new filing status
New baby or other dependents – upload birthdate and SSN
Adoption expenses - provide total amount
W2 Wages - provide paystubs for every W2 position held in this year for taxpayers on your return
Unemployment Income - provide amount
Retirement Distributions - provide amount, type of IRA, reason for distribution, and amount of federal or state tax withholding
Tax deductible retirement contributions - indicate if through your employer (i.e. on your W2 paystub) or total contributions you can make personally for this tax year if you have an IRA not through your employer
Social Security Benefits - provide amount received monthly and amount of federal or state tax withholding
Substantial gain or loss from sales of stocks, bonds, and/or cryptocurrency - amount of gain or loss for the year and if it is short-term or long-term investment
New Property purchased, exchanged, and/or sold - provide details on the property and I will request remaining information if there are tax implications
Refinance home or take out a second mortgage - provide details on what any additional monies received where used for and your most recent loan statement
Energy efficient upgrades or plans to make these purchases soon - include details on what upgrades you are considering and your budget
Electric vehicle purchases or desire to purchase - include model, make, and year of vehicles you are considering as well as your budget
Substantial change to cash or noncash donations - provide the amount
Gifts over $19K to an individual - provide the amount
IRS or state letters or notices - provide copies
Check here if none of these apply to you