FAQ
We have working hours Monday - Friday - 8:30am - 5:00pm.
I encourage you to email Ethan@Wenstromcpa.com should you wish to visit the office in person.
We have a monitored mail drop located at the front door of our suite.
Here’s a short list that should cover most situations:
- A copy of your most recently filed tax return. Federal and State Returns.
- Birthdates for everyone listed on your return.
- Best contact number
- Email address
- W-2’s
- 1099 INT’s
- 1099 DIV’s
- 1099B’s (if stock sales have occurred)
- 1099 MISC’s (if self-employed)
- K-1’s
- 1098’s for mortgage interest
- Real estate and personal property tax bills
- Contribution records
- Medical expenses,
- Rental property income & expenses
