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BRING ALL OFFICIAL DOCUMENTS NEW CLIENTS: BRING COPY OF2020 TAX RETURNW2 Statements1099 Interest1099 DividendsHome Purchase/Sale Documents (Purchase Agreement, Settlement Statement or HUD1)Home Mortgage
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The tax documents are forms or records that provide information about your income and taxes paid throughout the year.
Individuals and businesses that have earned income during the tax year are required to file their tax documents.
You can fill out your tax documents either manually or electronically, following the instructions provided on the forms.
The purpose of tax documents is to report your income, deductions, credits, and taxes paid to the government for assessment and collection of taxes.
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