Year-End Financials for Michael

• Mortgage interest for and ending balances for all property notes
• Can find logins to Mortgage Accounts here: https://docs.google.com/spreadsheets/d/1hAaNxVANnYiDudDu6qJZ7zptrNEIr0tYfMy26Nq8Tr4/edit#gid=0
• 1098s are what we are looking for, but if the account does not have a 1098 generated, download statements.
• Ending balances for credit cards
• Property tax for all rentals. Information can be found on the following websites:
• Travis County Tax Office, Texas: https://tax-office.traviscountytx.gov/properties/taxes/account-search
• Williamson County Tax Assessor Collector, Texas: https://tax.wilco.org/
• McClennan County, Texas: https://actweb.acttax.com/act_webdev/mclennan/index.jsp
• Archuleta County, Colorado: https://archuleta.infoenvoy.com/Search
• W-3 - Bramlett Residential
• Can be found on Gusto: https://app.gusto.com/login
• W-2s - Eric Bramlett & Alison Bramlett
• Can be found on Gusto: https://app.gusto.com/login

• Save statements for the tax year + January of the current year, especially if the mortgage account doesn't reflect the interest paid. You will have to calculate the interest paid for each month.