Please use the appropriate tax information request list 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 information request list that includes your prior year information and carryover data. Please contact us if you have questions.
2022 1065 FILLABLE TAX Information Request List
2022 1120S FILLABLE TAX Information Request List
2022 1120 FILLABLE TAX Information Request List
2022 990 FILLABLE TAX Information Request List
You must have Adobe Acrobat Reader to view the selected files. 
