If you have any questions as you are filling out your checklist do not hesitate to email or call. We will be more than happy to help you. After the first year, birthdates and social security numbers are not required unless there are additions.
Please click on the link above in order to download your tax checklist.
If you have a FASFA that you need to have completed send your return information in as soon as possible and write on the outside of the envelope IN RED 'FAFSA'.
Use this list as a guide in gathering your information. Complete it with your personal contact information and enclose it with your submission to us. Please provide any additional information related to income and expenses that may be required for your tax return. For new clients only - A copy of last year's Federal and State (if applicable) tax returns will be required. Mail your completed organizer to the address below along with appropriate W-2's, 1099's, K-1's, investment statements, and retirement account statements.
* Hartley Tax & Accounting, LLC * 6066 East State Blvd * Ft Wayne * IN * 46815 * Phone (260) 749-0444 * Fax (260) 749-4002 *