Thank you for visiting our 2011 Client Tax Center!

Use form to make tax inquiries

In addition to our website providing you with a profile of our firm and the services we provide, we desire to be a helpful resource tool to you, our valued clients and your trusted tax professional. Our dedication to a superior client experience has driven us to continue to provide and expand the highest quality professional service and guidance. This Client Tax Center is an extension of that dedication…

UPDATE:

Please note that the following securities will be issuing Schedule K-1 tax forms. The K-1 forms will be mailed directly to you from the company (if applicable):

U.S. Energy Development Corp. Private Note (mailed 3/15/2012)
KMP Kinder Morgan Energy Partners (mailed 2/14/2012)
LINN Energy, LLC LINE (mailed 3/15/2012)

FAQ's

What to Expect:

Over the next two months, you will be receiving tax documents DIRECTLY from the financial institutions holding your investments. These documents are not generated from or mailed from our office.

We continue to note that many financial institutions have delayed issuing forms or issue updated forms as late as the middle of March. As a result, many have filed prematurely with the IRS using only estimated numbers or have waited to contact their tax professional until they received all their anticipated documents placing them directly into the bottleneck of returns received just prior to the filing deadline.

We encourage all clients to:

Use a Tax Organizer to assist you in the gathering of the information and documents necessary for the preparation of your 2011 Tax Returns.
Contact your tax professional early and present all information and documents with notes of missing tax documentation. This can expedite the completion of your tax return upon the receipt of the tax documents and allow for time to gather any additional information needed while waiting.

Check back here frequently as we will update information regarding tax forms released by financial institutions holding clients’ money under our management as it becomes available.

Expedite your tax questions via the contact form above
Specially designed for your tax professional to directly make specific inquiries or requests for information on your behalf, resulting in a savings of time and cost to you.

Contact our office at (614) 888-2230 or (800) 434-9481
personally to have any of your questions answered.

Estate Planning Professionals does not provide tax advice. We suggest that you seek the advice of a tax advisor with regard to your personal circumstances.