Organize your tax information!  We have mailed, or will be mailing, customized Organizers and Tax Questionnaires to you, our clients, to help guide you in gathering the information we need to prepare the tax returns. These tools will help give us a better understanding to more accurately prepare the tax return and to discover tax saving opportunities.

Because situation may have changed, additional Individual Income Tax Organizer pages are available to down load should they be needed (see below).

NOTE: Many of the Organizer pages have a column for the prior year’s information. This is for reference purposes only and you do not have to complete the prior year’s information. Please only provide the current year’s information.

• Organizer 1 Client Information
• Organizer 2 Dependents
• Organizer 3, 6 – Direct Deposit & Estimates
• Organizer 7.1 – Direct Deposit & Estimates
• Organizer 10, 13.1, 13.2 – Wages, Pensions, Gambling Winnings
• Organizer 11, 12 – Interest & Dividend Income
• Organizer 14 – Capital Gains & Losses (Schedule D)
• Organizer 14.1 – Miscellaneous Income
• Organizer 14.2 – State & Local Tax Refunds, Unemployment Compensation
• Organizer 14.3 – Education Distributions (ESAs & QTPs)
• Organizer 16, 16p2 – Business Income (Schedule C)
• Organizer 17 – Capital Gains & Losses (Schedule D)
• Organizer 17p2 – Installment Sales (Form 6252)
• Organizer 17, 27 – Sale of Home & Moving Expenses
• Organizer 18, 18p2 – Rental & Royalty Income (Schedule E)
• Organizer 19, 19p2 – Farm Income (Schedule F & Form 4835)
• Organizer 20.1-20.4 – Schedule K1 Info. (Partnership, S-Corp, Estate or Trust)
• Organizer 22 – Asset Disposition List
• Organizer 22p2 – Asset Acquisition List
• Organizer 22p3 – Vehicle Expenses
• Organizer 24 – Adjustments to Income
• Organizer 25-25p5 – Itemized Deductions
• Organizer 26 – Non-Cash Contributions (Form 8283)
• Organizer 29 – Business Use of Home (Form 8829)
• Organizer 30, 30p2 – Employee-Vehicle Bus. Exp. (Form 2106)
• Organizer 31.1-.31.3 – Foreign Income Exclusion (Form 2555)
• Organizer 32.1 – Health Savings Accounts (Form 8889)
• Organizer 33.1, 33.2 – Child & Dependent Care Expenses (Form 2441)
• Organizer 37 – Qualified Adoption Expenses (Form 8839)
• Organizer 38 – Education Credits – Tuition Deduction
• Organizer 39.1 – Health Coverage Form
• Organizer 42 – Household Employment Taxes (Schedule H)
• Organizer 44 – Parent’s Election to Report Child’s Income
• Organizer 82 – Report of Foreign Bank and Financial Accounts
• Organizer – Additional Information

 

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Circular 230 Disclosure: This is to advise you that, unless expressly stated, nothing in this communication (including any attachment or other accompanying materials) was intended or written to be used, and it cannot be used by any taxpayer, for the purpose of avoiding any federal tax penalties, or for promoting, marketing, or recommending a partnership or other entity, investment plan or arrangement to anyone.