Your Tax Intake Meeting

Things to Bring

Before the Intake Meeting...

Enclosed are documents we usually need to prepare your 2022 tax return(s). Not all items may apply to your specific situation, and we may identify addition items during the Intake Meeting.

Voided check for account you would like potential refund to be deposited, do not worry about this if you would like IRS to send paper check
Driver’s License for every taxpayer having taxes prepared
W2’s
1099’s (including but not limited to Social Security, Retirement accounts, bank accounts that accrue interest)
K1’s
Closing Disclosure for sale of property (Rental or Personal) as well as original cost of property
Business income & expenses
Rental property income & expenses
Farm income & expenses including type of farm for 2022
1098’s for Mortgage interest/Student Loan interest
Medical expenses
Property taxes paid; State/Local taxes paid
Charitable contributions paid
1095-C for health insurance coverage through employer

Thank you!

Your Download

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+1 888-488-9955

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Locations

+1 888-488-9955

*Cooper, Adel, Vu Tax Services, LLC, and Cooper, Adel, Vu Financial, LLC, are a wholly owned subsidiaries of Cooper, Adel, Vu & Associates, LPA.

**Jacob Sansom, Dylan Schalmo, Luke Ross and Daniel Weingartner are registered representatives of and conduct securities transactions through CoreCap Investments, LCC. Jacob Sansom, Dylan Schalmo, Luke Ross and Daniel Weingartner are investment advisory representatives of and provide advisory services through CoreCap Advisors, LLC. Cooper, Adel, Vu Financial, LLC is a separate entity and not affiliated with CoreCap Investments or CoreCap Advisors.

The information provided here is not investment, tax or financial advice. You should consult with a licensed professional for advice concerning your specific situation. Information obtained on this website does not constitute professional advice nor does it create a professional relationship with Cooper, Adel, Vu Tax Services, LLC.

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Locations

+1 888-488-9955

*Cooper, Adel, Vu Tax Services, LLC, and Cooper, Adel, Vu Financial, LLC, are a wholly owned subsidiaries of Cooper, Adel, Vu & Associates, LPA.

**Dylan Schalmo and Daniel Weingartner are registered representatives of and conduct securities transactions through CoreCap Investments, LCC. Dylan Schalmo and Daniel Weingartner are investment advisory representatives of and provide advisory services through CoreCap Advisors, LLC. Cooper, Adel, Vu Financial, LLC is a separate entity and not affiliated with CoreCap Investments or CoreCap Advisors.