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.
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Click the button for a downloadable PDF version of Things to Bring to help you prepare for your Tax Intake Meeting.
Questions? Call or contact us here.
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.
**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.
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.