Getting Started with Tilton Asset Management

Tilton Asset Management would enjoy assisting you with all your tax and financial planning needs. Tilton Asset Management emphasizes the importance of addressing all areas of financial planning, including taxation, in order to build a more effective comprehensive financial plan.

We invite you to start the process by letting us assist you with your current tax planning and filing.

The office is conveniently located in Weston Center at 510 Boston Post Road; please feel free to schedule a meeting by contacting us at (781) 373-2244.

Please bring the following information with you if you would like to get your tax return filed.

• A copy of your prior year tax return.
• Form(s) W-2 (wages, etc), originals Forms must be provided, if not e-filing.
• Form(s) 1099 (interest, dividends, etc.)
• Schedule K-1 (income/loss from partnerships, S corporations, etc.)
• Form(s) 1098 (mortgage interest) and property tax statements.
• Brokerage statements from investments.
• Closing statements pertaining to real estate transactions.
• All other supporting documents (schedules, checkbooks, etc.)
• Any tax notices received from the IRS or other taxing authorities.