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Early Return

Hi!

It is time to get started on 2023 taxes! When you have a moment, please upload the following:

- Latest pay stubs of 2023

- Any equity vesting schedules or tables showing how much you will vest in equity, if applicable

- Latest P&L projection for 2023 or year-to-date summary spreadsheet for any business activity, such as self-employment, rental income, etc.

- How much do you expect to earn from other passive or active sources, such as interest/dividends, crypto, K1s, etc.

- Any insight as to changes in your personal income in the year (pay raise, bonus, sale of stocks, inheritance, K1s, etc.) that differ from prior year. Please be very specific!

This should get us started with the basics. We will reach out with more questions, deductions, and ideas as we work through the engagement.

https://dimovtax.com/upload-documents/

Please let me know once you upload so we can check to ensure we have received. Do you think you can get us the files by Friday?

Looking forward to working with you & please feel free to email/contact us below anytime with questions.

Sincerely,

George Dimov, CPA

Licensed & Insured

(833) 829-1120 Toll Free

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