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Tax Organizer
Our Tax Organizer is
designed to help you maximize your deduction and minimize your problems
in preparing and filing your tax return. The organizer is comprised of
seven parts, each developed to assist clients in collecting relevant tax
information needed to properly prepare your tax return.
Access any of the seven parts by double clicking on the underlined part
number and print if needed. Mail the completed pages along with any
required documentation (listed in Part 7) to our
address for immediate
service. You will be contacted by phone, fax or e-mail with any
questions, comments, or suggestions. If you
e-mail our office advising
us that you have sent your tax materials, we will notify you of their
receipt.
Part 1 :
Required For All Returns - Includes
Instructions, Taxpayer Information, Dependents, Estimated Taxes, IRA
Activity, Miscellaneous Income and Refund Direct Deposit Information.
Part 2 : Dependents,
Interest & Dividend Income and Stock Sales
Part 3 :
Needed If Itemizing Your Deductions
- Medical Expenses, Deductible Taxes, Interest Deductions and Child Care
Expenses.
Part 4 :
Needed If Itemizing Your Deductions -
Charitable Contributions, Education Expenses, Miscellaneous Deductions
and Casualty Losses.
Part 5 : Travel
Expenses, Away-from-home Expenses, Moving Expenses, Home Sale & Purchase
and Office-in-the-home.
Part 6 : Rental
& Business Income
Part 7 :
Required For All Returns - Final checklist of documents and
records needed. |
