Tax Year 2019 Client Checklist
Please complete the following checklist as it pertains to You, Your Spouse, and Your Dependents for 2019. Please note that all fields marked with an asterisk (*) are required.
** The Tax Cuts and Jobs Act now requires more detail about how you use proceeds from mortgages and home equity loans.
** The Tax Cuts and Jobs Act now requires more detail about how you use proceeds from mortgages and home equity loans.