Resources
Tax Information Request Lists
Please use the appropriate tax for specific entities below when pulling together the 2022 tax information. This information is required prior to tax preparation.
The forms below are fillable and can be downloaded and emailed to UMMC at leesburgadmin@ucmplc.com (Leesburg) or warrentonadmin@ucmplc.com (Warrenton), faxed to 703-777-5708 (Leesburg) or 540-347-3353 (Warrenton), or uploaded securely via the Client Upload button on the home page. You must have Adobe Acrobat Reader to view the selected files.
For individual tax return clients, please contact the office to request a customized tax organizer that includes your prior year information and carryover data. Please contact us if you have questions.
You must have Adobe Acrobat Reader to view the selected files.
Let us provide the tax, accounting, and financial strategic planning services you deserve.
Leesburg office
5 Loudoun St. SW Ste. B
Leesburg, VA 20175
Phone: 703.771.1818
Fax: 703.777.5708
Warrenton Office
10 Rock Pointe Lane Ste. 3
Warrenton, VA 20186
Phone: 540.347.5681
Fax: 540.347.3353