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HOW TO GET FUND BALANCES, BANK BALANCES, BANK CONFIRMATIONS,
HEALTH FUND DUES STATMENTS, ETC.
Gathering all the forms and documents for your tax return and FBAR is probably the most tedious part of the process.
Below you will find links to instructions and explanations on how to easily find various documents without having to do any of the leg work.
These links bring you to brief manuals created by us in order to help you through this process and locate information which otherwise could be problematic for you to obtain.
How to get your "Kupat Holim" quarterly statements:
How to get your form "867" from the bank website:
How to get your Fund accounts end of the year statements
How to get your bank accounts statement for your FBAR
How to find out which Fund accounts and how many do you have
How to Pay the IRS:
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