At Joel Knight Tax & Business Services, we look forward to providing the quality service in a timely manner. Please be prepared with the following at your appointment:

1. A copy of your 2017 & 2018 tax return
2. Form(s) W-2 (wages, etc.)
3. Form(s) 1099 (interest, dividends, etc.)
4. Schedule(s) K-1 (income/loss from partnerships, corporations, etc.)
5. Form(s) 1098 (mortgage interest statement) and property tax statement
6. Brokerage statements from stock, bond or other investment transactions
7. Closing statements pertaining to real estate transactions
8. Any tax notices received from the IRS or other taxing authorities
9. All other supporting documents

FEEL FREE TO CONTACT US IF YOU HAVE ANY QUESTIONS

Joel Knight Tax & Business Services may simultaneously offer other products and services to customers including, but not limited to, tax preparation and bookkeeping services, real estate and mortgage brokerage services, independent investment advisory services, and non-securities-related insurance products that are offered individually, or through other various entities, that are not affiliated with, or in any way, supervised by American Investors Company, and as such, should not be construed as constituting any part of the securities and advisory services provided by Joel Knight Tax & Business Services through American Investors Company.