Tax Planning Information Submitted

Your tax planning information has been successfully submitted. We will review right away! Here is a quick checklist of the things we need in addition to your submitted form-

1. Your most recent tax returns (unless WCG prepared them), and
2. Recent paystubs or statements from all household income sources (W-2 income, 1099-R pension income, etc.), and
3. Profit and loss information (income statement) or projections for all self-employed income and rental income sources, and
4. Any data on material tax events such as property sale, big stock sale, etc.

Please safely upload these things to your client portal using the button below-

Please call us at 719-387-9800 or email us at [email protected] to schedule your Tax Planning Meeting.