PRIORITY MAILING
My2015Tax Package with ALL
IMPORTANT YEAR END Information

SIMPLE
Priority Mailing 
​Hints & Tips

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Use a US Post Office
Flat Rate
​Priority Mail Envelope

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Use this US Post Office
Pre-Addressed
Priority Mail Label

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​GETTING STARTED
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If you're a NEW CLIENT:

• Please fax 732.759.2245, or email to   a PDF with ALL pages of your 2017 Federal & State Income Tax Return

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ALL Clients
Gather all 2015 IMPORTANT YEAR END TAX Statements which you received from 3rd party payers including:

• W-2 Forms from your employers
• 1099-INT from Banks paying interest on deposit accounts
• 1099-DIV from Company Stocks paying dividends
• 1099-B  from Brokerage, Investment & Mutual Fund Accounts
• YEAR END BROKERAGE ACCOUNT STATEMENT
• 1099-R from Retirement Account distributions
• 1099-S from Sales of Real Estate
• 1099-Q from Qualified Education accounts
• 1098-MTG from you Mortgage Lender
• 1095A Health Insurance Statement

Summary of Itemized Deductions including

• Medical & Health Care Related Expenses
• Health Insurance Premium payments
• Out of Pocket Medical, Dental, Labs, Prescriptions, etc
• Mortgage Interest & related payments
• Real Estate Tax payments
• Personal & Other property tax payments
• Charitable Contributions
• Employee Related Business Expenses
• Other Miscellaneous deductions

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Once you have gathered & compiled all of the above ESSENTIAL INFORMATION:

• Photocopy a set of the above and retain for your records
• Refer to the PRIORITY MAILING instructions above & mail to our office
• Please send us an e-mail notification to let us know your package is on it's way