Your Tax Intake Meeting

Things to Bring

Before the Intake Meeting...

Enclosed are documents we usually need to prepare your 2023 tax return(s). Not all items may apply to your specific situation, and we may identify addition items during the Intake Meeting.

  1. 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
  2. Driver’s License for every taxpayer having taxes prepared
  3. W2’s
  4. 1099’s (including but not limited to Social Security, Retirement accounts, bank accounts that accrue interest)
  5. K1’s
  6. Closing Disclosure for sale of property (Rental or Personal) as well as original cost of property
  7. Business income & expenses
  8. Rental property income & expenses
  9. Farm income & expenses including type of farm for 2023
  10. 1098’s for Mortgage interest/Student Loan interest
  11. Medical expenses
  12. Property taxes paid; State/Local taxes paid
  13. Charitable contributions paid
  14. 1095-C for health insurance coverage through employer

Thank you!

Your Download

Click the button for a downloadable PDF version of Things to Bring to help you prepare for your Tax Intake Meeting.

+1 888-488-9955

Questions? Call or contact us here.

Locations

Anderson Township | Centerburg | Chillicothe | Hilliard | Medina | Monroe | Sidney

+1 888-488-9955

*Cooper, Adel, Vu Tax Services, LLC, and Cooper, Adel, Vu Financial, LLC, are partially 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.

 

The content is developed from sources believed to be provide accurate information. Some material was developed and produced to provide information that may be of interest. The opinions expressed and material provided should not be considered a solicitation for the purchase of sale of any security.

 

Links to third-party websites are being provided for informational purposes only. Cooper, Adel, Vu is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Cooper, Adel, Vu is not responsible for the content of any third-party website or the collection or use of information regarding any websites users and/or members.

Locations

Anderson Township | Centerburg | Chillicothe | Hilliard | Medina | Monroe | Sidney

+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.

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.

 

The content is developed from sources believed to be provide accurate information. Some material was developed and produced to provide information that may be of interest. The opinions expressed and material provided should not be considered a solicitation for the purchase of sale of any security.

 

Links to third-party websites are being provided for informational purposes only. Cooper, Adel, Vu is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Cooper, Adel, Vu is not responsible for the content of any third-party website or the collection or use of information regarding any websites users and/or members.

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