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Did you know most people overpay on their taxes by the thousands? Quartermaster Tax Management specializes in reducing tax liability up to 50% for small business owners, chiropractors, dentists, and others, ALL WITHOUT CHANGING CPAs. Over the past five years, Don Rasmussen has helped our clients average up to 50% in annual tax savings, with no reduction to their standard of living. 

Are you ready to save so you can keep more of the money you worked hard for, and be able to do what you want with it?

To schedule your appointment please call 704-490-4111


Documents Needed For 1st Appointment

In preparation for your 1st meeting, please choose from the list below for the list of documents needed and how to provide them in advance (at least 24 hours prior to your appointment):

Your personal and financial information is our highest priority. Please send all documents via one of the following options: 

  • Generational Vault: (Preferred) To upload your documents click this link to our secure online vault and set up your very own username & password, then upload all documents to the correct outlined folders. Let us know once all documents have been uploaded.

  • Fax: (704) 490-4109.
    *If Faxing, redact (black out) any secure information on the documents for your protection.

  • In Person or Mail In: You can bring your documents or mail them to our Charlotte Office at the following address:
    Quartermaster Tax Management
    Attention: Lisa Forde
    11020 David Taylor Drive, Suite 100
    Charlotte, NC 28262

Please note that all information is kept strictly confidential; it is not disseminated or distributed in any shape or form. Should you have any questions regarding this appointment, please give us a call at (704) 490-4111. Thank you and we look forward to speaking with you then!


Business Owners & Doctors

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DOCUMENT LIST NEEDED:

1. Copies of last 2 years Personal and Company tax returns
2. Copies of your company's year-to-date profit & loss statement and balance sheet
3. Depreciation Schedule for any buildings owned other than residential
(if applicable), can get from your CPA
4. A completed Expense Template (Click Link Here)
5. A completed Data Questionnaire (Click Link Here)

Your personal and financial information is our highest priority. Please send all documents via one of the following options: 

  • Generational Vault: (Preferred) To upload your documents click this link to our secure online vault and set up your very own username & password, then upload all documents to the correct outlined folders. Let us know once all documents have been uploaded.

  • Fax: (704) 490-4109.
    *If Faxing, redact (black out) any secure information on the documents for your protection.

  • In Person or Mail In: You can bring your documents or mail them to our Charlotte Office at the following address:
    Quartermaster Tax Management
    Attention: Lisa Forde
    11020 David Taylor Drive, Suite 100
    Charlotte, NC 28262

Please note that all information is kept strictly confidential; it is not disseminated or distributed in any shape or form. Should you have any questions regarding this appointment, please give us a call at (704) 490-4111. Thank you and we look forward to speaking with you then!

 
  Download Data Questionnaire

Download Data Questionnaire

  Download Expense Template

Download Expense Template


Retirees

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DOCUMENT LIST NEEDED:

  Download Retirement Lifestyle Workbook

Download Retirement Lifestyle Workbook

1. Copies of last 2 years personal tax returns (If applicable: your company's last 2 years tax return, company's year-to-date profit & loss statement & balance sheet)
2. Copies of will, trusts, powers of attorney, and any legal documents (If applicable)
3. Copies of insurance policies (life, health, auto, and home)
4. Copies of investment statements, etc. (If applicable)
5. A completed Workbook (Click Here)

Your personal and financial information is our highest priority. Please send all documents via one of the following options: 

  • Generational Vault: (Preferred) To upload your documents click this link to our secure online vault and set up your very own username & password, then upload all documents to the correct outlined folders. Let us know once all documents have been uploaded.

  • Fax: (704) 490-4109.
    *If Faxing, redact (black out) any secure information on the documents for your protection.

  • In Person or Mail In: You can bring your documents or mail them to our Charlotte Office at the following address:
    Quartermaster Tax Management
    Attention: Lisa Forde
    11020 David Taylor Drive, Suite 100
    Charlotte, NC 28262

Please note that all information is kept strictly confidential; it is not disseminated or distributed in any shape or form. Should you have any questions regarding this appointment, please give us a call at (704) 490-4111. Thank you and we look forward to speaking with you then!