phone: 978.774.3000    fax: 978.774.8170    185 Centre St., Danvers, MA 01923    steve@steveveseycpa.com

Useful and Necessary Information to Complete your Tax Return
  • A copy of your 2009 tax return
  • Form(s) W-2 (wages etc.)
  • Form(s) 1099 (interest, dividends, etc.)
  • Schedule(s) K-1 (income/loss from partnerships, S corporations, etc.)
  • Form(s) 1098 (mortgage interest) and property tax statements
  • Brokerage statements from stock, bond, or other investment transactions
  • Closing statements pertaining to real estate transactions
  • All other supporting documents (schedules, checkbooks, etc.)
  • Any tax notices received from the IRS or other taxing authorities
  • If you have recently changed your name, we need the name on your social security card
  • Health Insurance Form 1099-HC
  • List of estimated tax payments made
  • Valid email address
  • Signed Engagement Letter
Contact Us

phone: 978.774.3000
fax: 978.774.8170

185 Centre St., Danvers, MA 01923


Email

Stephen Vesey - steve@steveveseycpa.com

Dan Rich - danrich@steveveseycpa.com

Susan A. Weeks - susan@steveveseycpa.com

Andrew Hale - andrew@steveveseycpa.com

Susan Oliveira - susano@steveveseycpa.com

Jean Evans - jeane@steveveseycpa.com

Jean Sabean - jean@steveveseycpa.com

Jill Melville - jill@steveveseycpa.com

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