Preserve the record before tax issues arrive.

Tax work begins with a clean record and the right professional—not with guesses. We organize the source material and open questions so the family’s tax adviser can work efficiently.

GATHER THE RECORD

• Recent individual, business, trust, and estate returns that are available. Current Obligations from previous returns. Future obligations. Tax providers and accepted information exchanges and requirements.

• Income statements, tax notices, estimated-payment records, and prior correspondence.

• Property purchase, improvements, appraisals, and sale records that may affect basis. Decisions now have a material impact on future obligations.

• Brokerage, retirement, partnership, payroll, charitable-gift, and business documents.

• A timeline of major events and a list of missing information.

QUESTIONS FOR THE TAX ADVISER

Which returns may be required? Who is authorized to engage and instruct the preparer? Is there one? What deadlines, extensions, valuations, elections, or estimated payments require attention? Which records must be retained, and for how long?

HOW WE HELP

We create the tax-document index, request list, chronology, and deadline tracker; coordinate retrieval; and capture follow-up from professional vendor meetings. We do not prepare returns, determine tax treatment, calculate liability, or provide tax, legal, or investment advice, but we will engage with the vendors who you engage to manage these sensitive areas.