Tax Information Request Lists
Please select the appropriate tax organizer below based on your entity type to compile your 2024 tax information. This information is required prior to tax preparation.
The forms below are fillable and can be downloaded and emailed to UMMC at [email protected] (Leesburg) or [email protected] (Warrenton), faxed to 703-777-5708 (Leesburg) or 540-347-3353 (Warrenton), or uploaded securely via the Client Portal button on the home page.
For individual tax return clients, please contact the office to request a customized tax organizer including prior year information and carryover data. Please contact us if you have questions.
You must have Adobe Acrobat Reader to view the selected files.
