Rowland Alexander, LLC 4380 N. Campbell Ave., Suite 204 Tucson, AZ (520) FAX

Size: px
Start display at page:

Download "Rowland Alexander, LLC 4380 N. Campbell Ave., Suite 204 Tucson, AZ (520) FAX"

Transcription

1 Rowland Alexander, LLC 4380 N. Campbell Ave., Suite 204 Tucson, AZ (520) FAX We are in the St. Philips Plaza located at the SE corner of River and Campbell Our office is above the BMO Harris Bank (immediately south of the Chase Bank) Take the elevator to the second floor then turn right to get to Suite 204 INSTRUCTIONS: Please complete this tax organizer as accurately as possible. For those items you are no sure of, insert a question mark. Remember, each 100 in deductions overlooked may cost you up to 55 in taxes. As a recommendation, you may want to segregate your receipts and canceled checks according to the following categories at the same time you fill out this questionnaire. It will then be a simple matter to prepare if and when you get audited. If you do not have sufficient room below, please attach a separate sheet. *This Tax Organizer MUST be saved to your desktop before completed electronically* (T) TAXPAYER (S) SPOUSE Social Security No. Occupation DOB Blind (Y/N) (if not on file) Address (if changed) Zip Telephone Number(s) and Address(es) T Cell Home Work S Cell Home Work T S ELECTRONIC FILING OPTIONS (check yes or no for each option) 1. E-File federal and state returns YES or NO 2. to you your copy of the returns YES or NO 3. Direct Deposit refund(s) to bank account YES or NO * If yes, please provide a voided check *

2 DOCUMENTS TO BRING OR SEND W-2's from your work K-1's from parternships, S corporations, trusts or estates 1099's for dividends Social Security Earnings (Form SSA-1099) 1099R's for Pension and IRA Distributions Business Profit and Loss Statement and if avaliable, year end Balance Sheet HUD-1 Closing Statement for purchase, sale, or refinance of real estate 1098-T for Higher Education Tuition expenses 1095-A for Health Insurance purchased through a government exchange 1095-B for Health Insurance through your work Last year's return (if you are a new client) DEPENDENT CHILDREN (please notate if they are not living at home and/or you are not the custodial parent) Name Date of Birth Social Security No. Dependents Other Than Children (if not on file) If you lived apart from your spouse for the whole year, is your child or grandchild living with you (Y/N) INTEREST (attach the 1099s for any Payer dividends received) Amount Savings Bond Interest U.S. Govt. Interest Municipal Bond Interest QUESTIONS OTHER INCOME (i.e. alimony received, barter income, debt forgiveness (you owed), gambling, lottery winings (attach if taxes withheld), principal payments from prior year installment sales, tips received, unemployment compensation received (attach if taxes withheld)): FOREIGN INVESTMENT (Form 8938 and FBAR) other than a publically traded stock do you own or have signature power over a foreign bank account, a foreign investment account, or an interest in a foreign corporation, foreign partnership or foreign trust which in total were worth more than 10,000 during tax year? (Y/N) If so, describe and list the highest value of each account/investment during the year

3 SALE OF REAL ESTATE Did you sell any real estate during the year (Y/N)? If so, provide me the sale escrow statemenst (HUD-1). If the property sold is other than your primary residence in which you lived in for more than 2 years, also make a list of improvements (including cost) made to the property and provide me the purchase escrow statement (HUD-1). SALE OF STOCKS OR BONDS (provide me a broker's recap including original cost. If not avaliable itemize stock transactions below) Name of Shares and Date Purchased Date Sold Total Net Sale Proceeds Total Cost Name of Stock/Bond (less commission) (including commission) RENTAL INCOME Address(es) Property "A" Property "B" Property "C" Total Rents Rental Expenses Advertising Auto Mileage miles miles miles Cleaning and maintenance Commissions Homeowners dues Legal and professional Management fees Interest - mortgage Interest - other Repairs(*) Improv/Major purchase(s) Supplies Taxes Utilities * Repairs and maintenance: itemize large items if total exceeds 5,000.

4 PROFIT OR LOSS FROM BUSINESS (if self-employed) Business or Profession/Product or Service Business name Part 1 - Income Amount Gross receipts/sales Returns and allowances Other income Part 2 - Costs of Goods Sold Beginning inventory Purchases less personal Cost of labor Materials and supplies Other costs Ending inventory Part 3 - Expenses Advertising Car and truck expenses Commission and fees Contract labor Employee benefits Insurance Interest - mortgage Interest - other Legal and professional services Office expense Pensions/profit share Rent - vehicle, machinery Rent - other Repairs and maintenance Supplies Taxes and licenses Travel Meals and entertainment Utilities Wages

5 ESTIMATED TAXES Date Paid Federal Arizona State April 15th payment June 15th September 15th January 15th, 2016 Any substantial change in your future income, withholding or deduction? HOUSEHOLD HELP Babysitting, cleaning, cooking, gardening, etc. in excess of 1,900 a year? (Y/N) If so, you may be liable for social security and unemployment taxes. CHILD OR DISABLED DEPENDENT CARE Paid for care of child(ren) under the age of 13 or a dependent who is physically unable to care for him or herself. To Whom Paid Social Security No. or Fed ID Amount Paid SOCIAL SECURITY If you are under age 66 and receiving Social Security business profits or wages in 2015 of more than 15,720? (Y/N), did you have ENERGY CREDIT Energy savings items such as qualified exterior windows and doors, insulation, central air, conditioners, heat pumps, water heater and furnaces (see Describe and amount GIFT TAX RETURN Did you make gifts of more than 14,000 to any one individual during the year? (Y/N) IRA, SEP, OR KEOGH CONTRIBUTIONS 2015 contributions made or to be made to (IRA, Roth IRA, SEP, Keogh Plan): Taxpayer: Spouse: Amounts rolled over in 2015 to a Roth IRA IRA Distribution? If so, December 31, 2015 balance in all IRA Accounts: Taxpayer: Spouse

6 MEDICAL, DENTAL, AND HOSPITAL EXPENSES (if itemizing, fully deductible on Arizona return) Everyone in your household is covered by medical insurance (including Medicare) for the full year except or ALL COVERED. Obamacare health insurance subsidy received(see Form 1095-A) Medicare paid out of Social Security checks Medical, Vision, and/or Dental Insurance Amount paid into HSA (Health Savings Account) by employer Amount paid into HSA thru payroll Amount paid into HSA outside of work Medical bills paid from the HSA Nursing Home (LTC) Insurance Premiums T Nursing Home (LTC) Insurance Premiums S Additional medical expenses (do not include bills paid from HSA) Travel for medical care miles Air conditioning (medically req.) Hospital Ambulance Lab/x-ray Chiropractor Medical lodging Doctor and dental Nursing home care Eyeglasses/contacts/supplies Prescription drugs Hearing aids/batteries Therapy pool Hospital (medically req.) Medical insurance reimbusement on any of the above received by you ( ) TAXES PAID BY YOU Vehicle license fees (total paid) Real estate taxes on your home Home Office (Y/N)? Real estate taxes on other property not rental property Trailer or boat tax Foreign tax paid if not reported on 1099 Sales taxes on major purchases Describe (i.e. vehicle, boat, aircraft, or home improvement)

7 INTEREST PAID BY YOU To Whom Paid Amount Home - 1st mortgage Home - 2nd mortgage 2nd Home Mortgage insurance paid (mortgage insurance paid in 2015 on mortgage that began after 2006) Points paid on a new mortgage Investment loan interest Interest on student loans CONTRIBUTIONS - DONATIONS Checks or cash with receipts (cash donations without receipts are not dedutible). A single donation of 250 or more also requires a receipt from the chartiable organization. Religious United Way AZ Working Poor Org. Name of Org. AZ Foster Care Org. Name of Org. AZ Scholarship Org. Name of Org. AZ Public School Name of School Total of all OTHER contributions with checks and/or receipts Clothing, furniture, etc. with a good or better condition (for a valuation guide see Value Original Cost Salvation Army and Goodwill and and Miles put on your car to help a charitable organization Miles and Organization In 2015 did you contribute any money to a 529 College Savings Account. If so, how much

8 MISCELLANEOUS DEDUCTIONS AND CREDITS Tuition and fees (1st 4 years of post high school) and books Student's name School name (include Form 1098-T) Other tuition and fees (post high school) and books Student's name School name (include Form 1098-T) Alimony paid Paid to and Social Security No. Interest forfeiture on CD EE Bond interest - educational Uncollectible loans Worthless securities and describe IRA custodial fees Investment expenses and describe Tax preparation fee (no need to include if prepared by us) Safe deposit box Gambling losses (no more than gambling income) HOME OFFICE EXPENSES Only if primary office of business or employment and the office area in your home is used exclusively for the home office. Total home square feet Office square feet (if the above information is not completed, we will use 5.00/per square feet of office up to 300 square feet) HOA Dues Rural Metro Insurance Trash Rent Utlities Repairs

9 CASUALTY LOSS deductible only if casualty loss exceeds 10 percent of your income. explain (storm, fire, theft, car accident, other) Amount of loss and insurance reimbursed QUALIFIED PRODUCTION ACTIVITIES does the business you own, manufacture, grow, or construct (including architecture and engineering) (Y/N) BUSINESS MILEAGE Do you have a mileage log for the business miles (Y/N) (do not include to and from work) Car #1: total miles Car #2: total miles and total business miles and total business miles BUSINESS VEHICLE EXPENSES (optional) If not completed we will use 57.5 cents per mile Car #1 Car #2 Gas, oil, lubrication Repairs Insurance Tires, supplies, etc. Lease payments Interest on vehicle Cost of new car Date purchased and year and model (need even if taking 57.5 cents per mile) JOB-RELATED EDUCATION EXPENSES cost of tuition, books, etc. (do not include that to meet minimum job requirements or to quality for new trade) MOVING EXPENSES for work in a new location Miles moved (must be over 50 miles) Cost of moving household goods Motels in route Cost of air travel miles

10 EMPLOYMENT RELATED EXPENSE Taxpayer Spouse Business meals (business meal receipts listing nature of meetings and individuals at meetings are required) Teacher supplies Union/professional dues Books, magazines, etc. Uniform expense Small tools and supplies Safety equipment Business telephone calls Employment seeking expense OVERNIGHT OUT-OF-TOWN TRIPS Business and conventions - must have receipts Trip #1 Trip #2 Trip #3 Where Purpose Miles driven Arline Lodging Meals Taxi Other Paid by employer ( ) TEMPORARY OUT-OF-TOWN EMPLOYMENT less than one year #1 #2 Where employed Employer Dates out-of-town Miles travel miles miles Cost of food Cost of room

11 QUESTIONS

ROBERT C. ROWLAND, CPA 4380 N. Campbell Ave., Suite 204 Tucson, AZ (520) Fax rowlandtax.

ROBERT C. ROWLAND, CPA 4380 N. Campbell Ave., Suite 204 Tucson, AZ (520) Fax rowlandtax. INCOME TAX ORGANIZER TAX YEAR 2017 PAGE 1 ROBERT C. ROWLAND, CPA 4380 N. Campbell Ave., Suite 204 Tucson, AZ 85718 (520) 319-0077 Fax 319-0076 robert@rowlandtax.com rowlandtax.com We are in St. Philips

More information

Personal Legal Plans Client Organizer 2018

Personal Legal Plans Client Organizer 2018 TAXPAYER NAME SOCIAL SECURITY NUMBER OCCUPATION DATE OF BIRTH EMAIL ADDRESS CELL PHONE SPOUSE Address: Home Phone: City: State: Zip: County: DEPENDENT CHILDREN & OTHER DEPENDENTS NAME SOCIAL SECURITY NUMBER

More information

INDIVIDUAL TAX ORGANIZER LETTER (FORM 1040)

INDIVIDUAL TAX ORGANIZER LETTER (FORM 1040) INDIVIDUAL TAX LETTER If we did not prepare your prior year returns, provide a copy of federal and state returns for the three previous years. Complete pages 1 through 4 and all applicable sections. Taxpayer

More information

Client Tax Organizer Please provide an additional page for any specific questions/comments that we should be alerted to

Client Tax Organizer Please provide an additional page for any specific questions/comments that we should be alerted to Client Tax Organizer Please provide an additional page for any specific questionscomments that we should be alerted to 1. Personal Information Name Soc. Sec.. Date of Birth Occupation Work Phone Street

More information

hardy, wrestler and associates Certified Public Accountants, PC

hardy, wrestler and associates Certified Public Accountants, PC hardy, wrestler and associates Certified Public Accountants, PC PO Box 1781, Joplin, MO 64802 Phone - 417-782-4919, Fax - 417-623-8400 Client Tax Organizer Tax Year 2016 Personal and Dependent Information

More information

hardy, wrestler and associates Certified Public Accountants, PC PO Box 1781, Joplin, MO Phone , Fax

hardy, wrestler and associates Certified Public Accountants, PC PO Box 1781, Joplin, MO Phone , Fax hardy, wrestler and associates Certified Public Accountants, PC PO Box 1781, Joplin, MO 64802 Phone - 417-782-4919, Fax - 417-623-8400 Client Tax Organizer Tax Year 2017 Personal and Dependent Information

More information

TAX ORGANIZER Tax Year THINGS TO BRING (or send to us if no appointment)

TAX ORGANIZER Tax Year THINGS TO BRING (or send to us if no appointment) TAX ORGANIZER - 2018 Tax Year THINGS TO BRING (or send to us if no appointment) NEW CLIENTS ONLY: Copy of prior year tax return. Please provide birthdates and social security numbers for all taxpayers

More information

Client Tax Organizer

Client Tax Organizer Client Tax Organizer Please complete this Organizer before your appointment. Prior year clients should use the proforma Organizer provided. 1. Personal Information Name Soc. Sec.. Date of Birth Occupation

More information

JOYNER, KIRKHAM, KEEL & ROBERTSON, P.C INDIVIDUAL TAX ORGANIZER

JOYNER, KIRKHAM, KEEL & ROBERTSON, P.C INDIVIDUAL TAX ORGANIZER Please provide a copy of your 2013 federal and state tax returns, and complete pages 1 through 3. Other pages: complete only those sections that apply to you. Your Name SS# Occupation Birth Date Spouse

More information

Into the Black Accounting Client Tax Organizer

Into the Black Accounting Client Tax Organizer 1. Personal Information Into the Black Accounting Client Tax Organizer Please complete this Organizer before your appointment. Prior year clients should use the proforma Organizer provided. Name Soc. Sec..

More information

JOYNER, KIRKHAM, KEEL & ROBERTSON, P.C INDIVIDUAL TAX ORGANIZER

JOYNER, KIRKHAM, KEEL & ROBERTSON, P.C INDIVIDUAL TAX ORGANIZER Please provide a copy of your 2017 federal and state tax returns, and complete pages 1 through 3. Other pages: complete only those sections that apply to you. Taxpayer Name SS# Occupation Birth Date Spouse

More information

WAHL, WILLEMSE & WILSON, LLP CERTIFIED PUBLIC ACCOUNTANTS 2018 TAX ORGANIZER

WAHL, WILLEMSE & WILSON, LLP CERTIFIED PUBLIC ACCOUNTANTS 2018 TAX ORGANIZER FILING STATUS FILING STATUS (See table) Filing Status MARRIED FILING SEPARATE AND LIVED WITH SPOUSE? 1 = Single SPOUSE'S DATE OF DEATH (mm/dd/yy), IF QUALIFYING WIDOW(ER) - 2017 or 2018 2 = Married filing

More information

2014 Organizer prepared for: MASHBURN, RANSOM & LEMMINGS, P.C. 809 WEST AVE CARTERSVILLE, GA 30120

2014 Organizer prepared for: MASHBURN, RANSOM & LEMMINGS, P.C. 809 WEST AVE CARTERSVILLE, GA 30120 2014 Organizer prepared for: MASHBURN, RANSOM & LEMMINGS, P.C. 809 WEST AVE CARTERSVILLE, GA 30120 MASHBURN, RANSOM & LEMMINGS, P.C. 809 WEST AVE CARTERSVILLE, GA 30120 Telephone: (770)382-5561 Fax: (770)382-1328

More information

KENNETH M. WEINSTEIN,

KENNETH M. WEINSTEIN, Dear Client: KENNETH M. WEINSTEIN, CPA AND CFP 1450 Niagara Falls Boulevard, Suite #202 Tonawanda, NY 14150-8440 (716) 837-2525 ~ FAX (716) 837-2527 E-Mail: kweinsteincpa@gmail.com The enclosed 2015 Tax

More information

INDIVIDUAL TAX ORGANIZER (FORM 1040)

INDIVIDUAL TAX ORGANIZER (FORM 1040) Enclosed is an income tax data organizer that provide to tax clients to assist them in gathering the information necessary to prepare their individual income tax returns. The Internal Revenue Service (IRS)

More information

2016 Individual Worksheet Questionnaire:

2016 Individual Worksheet Questionnaire: 2016 2016 2016 Individual Worksheet Questionnaire: Client Name: Email address: Moble Telephone#: ATTENTION: Business Owners: (which includes Sole Proprietors; Rental Property Owners; Farms; Corporations

More information

TAX ORGANIZER. If you answer 'Yes' to any of the General Business and Investment questions, please provide detailed information with your answer.

TAX ORGANIZER. If you answer 'Yes' to any of the General Business and Investment questions, please provide detailed information with your answer. TAX ORGANIZER Enclosed is your Tax Organizer for tax year 2011. Your Organizer contains several sections that include common expenses and deductions that many taxpayers overlook. Please review these sections

More information

PERSONAL INFORMATION ORGANIZER Please complete this Organizer before your appointment.

PERSONAL INFORMATION ORGANIZER Please complete this Organizer before your appointment. 1. PERSONAL INFORMATION PERSONAL INFORMATION ORGANIZER Name SSN or ITIN Date of Birth Date of Death Occupation Blind Disabled Taxpayer Spouse Street Address Apt. City or town State Zip Code County Foreign

More information

Income Tax Guide and Client Organizer

Income Tax Guide and Client Organizer Income Tax Guide and Client Organizer Income Tax Guide and Client Organizer Tax Year For My income tax appointment is: date day of week time PROVIDED BY: This booklet is provided to assist you in assembling

More information

Social Security Card(s) or Numbers for all family members listed on return.

Social Security Card(s) or Numbers for all family members listed on return. Social Security Card(s) or Numbers for all family members listed on return. If you have your Social Security card, bring it with you to the appointment. If you have changed your name (due to marriage,

More information

Individual. Tax Organizer

Individual. Tax Organizer Individual 2017 Tax Organizer We are moving!!! Note our new address Effective February 1, 2018 14300 Cherry Lane Court Suite 111 Laurel, MD 20707 Office: 301.244.0288 Fax: 240.668.3668 Email: Virginia@sankofafinancial.net

More information

The Lee Accountancy Group, Inc th Street Oakland, CA

The Lee Accountancy Group, Inc th Street Oakland, CA January 22, 2016 The Lee Accountancy Group, Inc. 369 13th Street Oakland, CA 94612-2636 Client, Dear : The Tax Organizer will assist you in collecting and reporting information necessary for us to properly

More information

Individual Income Tax Organizer 2016

Individual Income Tax Organizer 2016 MICHAEL R. ANLIKER, CPA, P.C. 5348 Twin Hickory Rd. Glen Allen, VA 23059 TELEPHONE: (804) 237-6044 FAX: (804) 237-6064 www.anlikerfinancial.com Individual Income Tax Organizer 2016 This Tax Organizer is

More information

Personal Income Tax Questionnaire Taxpayer Social Security No. Occupation Birth Date. Spouse Social Security No. Occupation Birth Date

Personal Income Tax Questionnaire Taxpayer Social Security No. Occupation Birth Date. Spouse Social Security No. Occupation Birth Date Taxpayer Social Security No. Occupation Birth Date Spouse Social Security No. Occupation Birth Date Address County Home Phone ( ) City, State, Zip Bus. Phone ( ) E-mail Address Fax Number ( ) If we have

More information

2017 Summary Organizer Personal and Dependent Information

2017 Summary Organizer Personal and Dependent Information Summary Organizer Personal and Dependent Information Personal Information Name SSN Date of birth Healthcare coverage ALL year Taxpayer Spouse Street address, city, state, and ZIP Occupation Daytime phone

More information

Income Tax Organizer

Income Tax Organizer Income Tax Organizer 1200 W. Cherry Lane, Suite 100 Meridian, ID 83642 208-888-6501 office 866-408-1836 fax 1. Personal Information Roberts Hart and Company, CPA's Income Tax Organizer Taxpayer Last Name

More information

1040 US Tax Organizer

1040 US Tax Organizer 1040 US Tax Organizer CLIENT INFORMATION First name and initial..... Last name............... Title/suffix............... Social security number... Occupation.............. Date of birth (m/d/y)......

More information

Thomas C. Bauer, CPA/PFS, CFP Tall Tree Trail Chagrin Falls, OH

Thomas C. Bauer, CPA/PFS, CFP Tall Tree Trail Chagrin Falls, OH Thomas C. Bauer, CPA/PFS, CFP 17350 Tall Tree Trail Chagrin Falls, OH 44023-1422 www.tombauercpa.com INDIVIDUAL TAX ORGANIZER FORM 1040 Enclosed is an organizer that I provide to clients in order to assist

More information

1040 US Tax Organizer

1040 US Tax Organizer 1040 US Tax Organizer CEDRIC V. ALEXANDER, EA CFP 1900 POWELL STREET, SUITE 6020 EMERYVILLE, CA 94608 Telephone number: Fax number: E-mail address: (877) 336-2626 (877) 683-6618 CVA@CLERGYTAXFINANCIAL.ORG

More information

MELUCCI, BISSONNETTE, KUMAR & COMPANY, LTD. INCOME TAX ORGANIZER 2017

MELUCCI, BISSONNETTE, KUMAR & COMPANY, LTD. INCOME TAX ORGANIZER 2017 MELUCCI, BISSONNETTE, KUMAR & COMPANY, LTD. INCOME TAX ORGANIZER 2017 1. Taxpayer Spouse If you are a new client, who were you referred by? Address Is this new? Yes No City State Zip Social Security Number(s):

More information

INDIVIDUAL TAX ORGANIZER LETTER FORM 1040

INDIVIDUAL TAX ORGANIZER LETTER FORM 1040 Certified Public Accountants 6678 First Avenue South St. Petersburg, Florida 33707-1320 millsandmahon.com TEL: (727) 345-5147 FAX: (727) 347-5514 EMAIL: bernycpa@tampabay.rr.com INDIVIDUAL TAX ORGANIZER

More information

PLEASE PROVIDE A COPY OF THE FOLLOWING ITEMS: LAST YEAR'S TAX RETURNS (ONLY IF YOU ARE A NEW CLIENT) ALL FORMS W-2, 1098, 1099, 1099-SSA, ETC

PLEASE PROVIDE A COPY OF THE FOLLOWING ITEMS: LAST YEAR'S TAX RETURNS (ONLY IF YOU ARE A NEW CLIENT) ALL FORMS W-2, 1098, 1099, 1099-SSA, ETC 81 Makawao Avenue, Suite 202, Makawao HI 96768; 808/572-6454; Fax: 808/572-1788 TAX ORGANIZER FOR YEAR: READ THIS FIRST: This tax organizer is designed to help you maximize your deductions and minimize

More information

Tax Preparation Checklist - Form 1040

Tax Preparation Checklist - Form 1040 Tax Preparation Checklist - Form 1040 Note: This organizer will help us to better serve you as a client by providing the information we will need in order to prepare your return. I. Personal Information

More information

PLEASE PROVIDE A COPY OF THE FOLLOWING ITEMS: LAST YEAR'S TAX RETURNS (ONLY IF YOU ARE A NEW CLIENT) ALL FORMS W-2, 1098, 1099, 1099-SSA, ETC

PLEASE PROVIDE A COPY OF THE FOLLOWING ITEMS: LAST YEAR'S TAX RETURNS (ONLY IF YOU ARE A NEW CLIENT) ALL FORMS W-2, 1098, 1099, 1099-SSA, ETC 81 Makawao Avenue, Suite 202, Makawao HI 96768; 808/572-6454; Fax: 808/572-1788 TAX ORGANIZER FOR YEAR: READ THIS FT: This tax organizer is designed to help you maximize your deductions and minimize problems

More information

Tax Return Questionnaire Tax Year

Tax Return Questionnaire Tax Year Print this form out & use it to organize your documents prior to coming to our office. It will help you remember all of the things you should bring to the meeting. Tax Return Questionnaire - 2018 Tax Year

More information

Miscellaneous Information

Miscellaneous Information Miscellaneous Information Personal Information Yes No Did your marital status change during the year? If "Yes," explain Can you or your spouse be claimed as a dependent by someone else? Did your address

More information

Cardinal Accounting & Tax

Cardinal Accounting & Tax Cardinal Accounting & Tax 2716 Telegraph Road, Suite 203, St. Louis, MO 63125 314-487-3663 (Fax) 314-487-2515 Please complete the organizer and mail or bring it to our office with all W2 s, 1099 s, Forms

More information

Individual. Tax Organizer. Hibbs and Associates, PLLC 713 North Third Street Bardstown, KY Phone: (502) Fax: (877)

Individual. Tax Organizer. Hibbs and Associates, PLLC 713 North Third Street Bardstown, KY Phone: (502) Fax: (877) Individual 2016 Tax Organizer Hibbs and Associates, PLLC 713 North Third Street Bardstown, KY 40004 Phone: (502) 348-0276 Fax: (877) 344-0735 THIS ORGANIZER IS PROVIDED TO ASSIST YOU IN GATHERING YOUR

More information

2018 Individual Worksheet Questionnaire:

2018 Individual Worksheet Questionnaire: 2018 2018 2018 Individual Worksheet Questionnaire: Client Name: Email address: Mobile Telephone#: ATTENTION: Business Owners: (which includes Sole Proprietors; Rental Property Owners; Farms; Corporations

More information

Beth Kissinger Phone (518)

Beth Kissinger Phone (518) Beth Kissinger Phone (518) 399-4510 Certified Public Accountant Fax (518) 399-6740 275 Saratoga Road email: Beth@BethKCPA.com Glenville, NY 12302 2018 INCOME TAX RETURN SERVICES AGREEMENT After reading

More information

Tax Return Questionnaire Tax Year

Tax Return Questionnaire Tax Year Tax Return Questionnaire - 2015 Tax Year - Page 1 of 9..Fold here-then flip pages up Tax Return Questionnaire - 2015 Tax Year Name and Address: Taxpayer: Address: Social Security Number: Occupation Spouse:

More information

2018 YEAR END INDIVIDUAL CLIENT QUESTIONNAIRE PRIMARY CONTACT NAME & ADDRESS PRIMARY PHONE #

2018 YEAR END INDIVIDUAL CLIENT QUESTIONNAIRE PRIMARY CONTACT NAME &  ADDRESS PRIMARY PHONE # 2018 YEAR END INDIVIDUAL CLIENT QUESTIONNAIRE Please complete the following questionnaire in its entirety and return it to us to make sure we have the most accurate information on file, in order that we

More information

City... State... ZIP Code... Home phone... Fax number... Name Address ID Number Amount Paid. Enter total 2013 qualified student loan interest...

City... State... ZIP Code... Home phone... Fax number... Name Address ID Number Amount Paid. Enter total 2013 qualified student loan interest... Geety, Blair & Araya, P.A. 8141 - J Telegraph Road Severn, MD 21144 Telephone: (410)551-7601 Fax: (410)551-7752 E-mail: taxes@gbaaccounting.com Taxpayer Information Last name.... First name... 2013 TAX

More information

LEVY, LEVY AND NELSON

LEVY, LEVY AND NELSON LEVY, LEVY AND NELSON A PROFESSIONAL ACCOUNTANCY CORPORATION 23801 CALABASAS ROAD, SUITE 2012 CALABASAS, CA 91302 PHONE:(818)346-8034 FAX:(818)346-6409 EMAIL:APPOINTMENTS@LEVYNELSON.COM TAX RETURN YEAR

More information

Selena s Accounting Services

Selena s Accounting Services . Selena s Accounting Services 2745 High Ridge Blvd, Suite #15 PO Box 79 High Ridge, MO 63049 636-376-5273 selenasaccounting@yahoo.com www.selenasaccounting.com January 3, 2018 Dear Client: I would like

More information

2018 Tax Organizer Personal and Dependent Information

2018 Tax Organizer Personal and Dependent Information Page 1 Tax Organizer Personal and Dependent Information Personal Information Name SSN Date of birth Healthcare coverage ALL year Taxpayer Spouse Street address, city, state, and ZIP Occupation Daytime

More information

Spectrum Financial Resources Inc. FINANCIAL Ventura Boulevard # T RESOURCES Sherman Oaks, CA

Spectrum Financial Resources Inc. FINANCIAL Ventura Boulevard # T RESOURCES Sherman Oaks, CA SPECTRUM Spectrum Financial Resources Inc. FINANCIAL 15021 Ventura Boulevard #341 310.963.4322 T RESOURCES Sherman Oaks, CA 91403 805.267.4134 F www.spectrum-cpa.com Tax Return Questionnaire - 2018 Tax

More information

INDIVIDUAL TAX ORGANIZER (FORM 1040)

INDIVIDUAL TAX ORGANIZER (FORM 1040) This organizer is designed to assist you in gathering the information required for preparation of your individual income tax returns. Please complete it and provide details and documentation as requested.

More information

MELUCCI, BISSONNETTE, KUMAR & COMPANY, LTD. INCOME TAX ORGANIZER 2018

MELUCCI, BISSONNETTE, KUMAR & COMPANY, LTD. INCOME TAX ORGANIZER 2018 MELUCCI, BISSONNETTE, KUMAR & COMPANY, LTD. INCOME TAX ORGANIZER 2018 1. Taxpayer Spouse If you are a new client, who were you referred by? Address Is this new? Yes No City State Zip Social Security Number(s):

More information

1040 US Tax Organizer

1040 US Tax Organizer 1040 US Tax Organizer Page 1 CLIENT INFORMATION First name and initial..... Last name............... Title/suffix............... Social security number... Occupation.............. Date of birth (m/d/y)......

More information

Brangham & Associates, Inc. Certified Public Accountant Accounting Taxes Consulting QuickBooks Training and Consulting

Brangham & Associates, Inc. Certified Public Accountant Accounting Taxes Consulting QuickBooks Training and Consulting Brangham & Associates, Inc. Certified Public Accountant Accounting Taxes Consulting QuickBooks Training and Consulting 2017 Tax Document Checklist for Individuals We strongly encourage you to review and

More information

2015 Tax Organizer Personal and Dependent Information

2015 Tax Organizer Personal and Dependent Information Personal and Dependent Information Personal Information Name SSN Date of Birth Occupation Healthcare coverage ALL year Taxpayer Spouse Daytime Phone Evening Phone Cell Phone Email Taxpayer Spouse Street

More information

DONALD A. DEVLIN & ASSOCIATES, PC

DONALD A. DEVLIN & ASSOCIATES, PC DONALD A. DEVLIN & ASSOCIATES, PC 807 Bay Avenue Somers Point, NJ 08244 (P) 609-926-6400 (F) 609-926-6426 IDENTITY AUTHENTICATION Driver s License or State Issued Identification Government agencies are

More information

Income Tax Organizer Instructions

Income Tax Organizer Instructions Income Tax Organizer Instructions Our Tax Organizer is designed to help you gather the proper tax information required to prepare your tax return. Please fill out completely all areas that pertain to you.

More information

LOCH, ELSENBAUMER, NEWTON & CO. A PROFESSIONAL CORPORATION

LOCH, ELSENBAUMER, NEWTON & CO. A PROFESSIONAL CORPORATION LOCH, ELSENBAUMER, NEWTON & CO. A PROFESSIONAL CORPORATION ACCOUNTANTS AND CONSULTANTS INDIVIDUAL INCOME TAX ORGANIZER 2014 Taxpayer Name: Spouse's Name: Day Time Phone Number: Cell Phone Number: Email

More information

Please check the appropriate box and provide additional information if necessary. Did your marital status change during the year?

Please check the appropriate box and provide additional information if necessary. Did your marital status change during the year? Page 1 Miscellaneous Questions Please check the appropriate box and provide additional information if necessary. PERSONAL INFORMATION Yes No Do you want a PDF copy of your return emailed to you instead

More information

1040 US Tax Organizer

1040 US Tax Organizer 1040 US Tax Organizer Page 1 NONA S SOLOWITZ CPA Tax Return Appointment 72185 Painters Path, Suite C Date: Palm Desert, CA 92260-3916 Time: Telephone number: (760) 423-0133 Location: Fax number: (888)

More information

2017 Tax Organizer Personal and Dependent Information

2017 Tax Organizer Personal and Dependent Information Tax Organizer Personal and Dependent Information Personal Information Name SSN Date of birth Healthcare coverage ALL year Taxpayer Spouse Street address, city, state, and ZIP Occupation Daytime phone Evening

More information

You MUST provide a Voided Check to ensure account info is correct.

You MUST provide a Voided Check to ensure account info is correct. TAX QUESTIONNAIRE Thank you for taking the time to complete this form. This will ensure our records are current and we are able to accurately prepare your tax returns. Please mail, fax, or email this completed

More information

PACIFIC GRACE TAX & ACCOUNTING

PACIFIC GRACE TAX & ACCOUNTING PACIFIC GRACE TAX & ACCOUNTING 31925 SR 20 Oak Harbor, WA 98277 (360) 675-6838 Fax (360) 679-6673 Kathy s E-Mail - kathy@pacificgracetax.com Ronnie s E-Mail - ronnie@pacificgracetax.com Mandy s E-Mail

More information

SUN-KAP ENTERPRISES,LLC TAX AND FINANCIAL PLANNING 1260 Huntington Dr., Suite 205 South Pasadena, CA Phone Fax

SUN-KAP ENTERPRISES,LLC TAX AND FINANCIAL PLANNING 1260 Huntington Dr., Suite 205 South Pasadena, CA Phone Fax SUN-KAP ENTERPRISES,LLC TAX AND FINANCIAL PLANNING 1260 Huntington Dr., Suite 205 South Pasadena, CA 91030 Phone 323-254-2729 Fax 323-254-2739 NOTE: REMEMBER TO BRING ALL OF YOUR W-2, 1099, 1098, K-1 AND

More information

1135 E. Route 66, Suite 108 Glendora, CA

1135 E. Route 66, Suite 108 Glendora, CA 1135 E. Route 66, Suite 108 Glendora, CA 91740 626 852-2202 Dear Client: The Tax Organizer will assist you in collecting and reporting information necessary for us to properly prepare your income tax return.

More information

2018 Personal Tax Organizer

2018 Personal Tax Organizer 610 Auburn Ravine Rd, Suite A Auburn, CA 95603 530.885.9705 ph 530.885.9706 fx 2018 Personal Tax Organizer This organizer is designed to assist and remind you of information that is needed to prepare your

More information

2018 Tax Organizer Personal and Dependent Information

2018 Tax Organizer Personal and Dependent Information Tax Organizer Personal and Dependent Information Personal Information Name SSN Date of birth Healthcare coverage ALL year Taxpayer Spouse Street address, city, state, and ZIP Occupation Daytime phone Evening

More information

2017 Individual Worksheet Questionnaire:

2017 Individual Worksheet Questionnaire: 2017 2017 2017 Individual Worksheet Questionnaire: Client Name: Email address: Mobile Telephone#: ATTENTION: Business Owners: (which includes Sole Proprietors; Rental Property Owners; Farms; Corporations

More information

1040 US Tax Organizer

1040 US Tax Organizer 40 US Tax Organizer Page 1 CLIENT INFORMATION First name and initial..... Last name............... Title/suffix............... Social security number... Occupation.............. Date of birth (m/d/y)......

More information

2010 INDIVIDUAL INCOME TAX ORGANIZER

2010 INDIVIDUAL INCOME TAX ORGANIZER Alan Mehdiani, CPA 18375 Ventura Blvd, #791 Tarzana, CA 91356 www.mehdianicpa.com T: (818) 900-2001 F: (206) 222-2876 E: Alan@MehdianiCPA.com Use this checklist to help you gather the materials needed

More information

Atwood Tax Client Organizer Taxpayer Information

Atwood Tax Client Organizer Taxpayer Information Atwood Tax Client Organizer Taxpayer Information First Name: ( ) Initial: ( ) Last Name: ( ) Date of Birth: ( / / ) SSN: ( - - ) Occupation: ( ) Address: ( ) State: ( ) Zip: ( ) City: ( ) Daytime phone:

More information

Last name. First name. Occupation. Cell phone. address. Date of birth. State. Fax number. Social Security Number Relationship.

Last name. First name. Occupation. Cell phone.  address. Date of birth. State. Fax number. Social Security Number Relationship. 2013 TAX ORGANIZER Last name Taxpayer Information Last name Spouse Information First name First name Middle Initial Suffix Middle Initial Suffix Social security number Occupation Social security number

More information

Tax Organizer For 2017 Income Tax Return

Tax Organizer For 2017 Income Tax Return Tax Organizer For 2017 Income Tax Return Prepared For: and, Prepared By: Carol A Reithmiller, CPA, PLLC 11020 S Tryon St #406 Charlotte, NC 28273 This Tax Organizer can be used to help identify information

More information

2017 TAX PROFORMA/ORGANIZER

2017 TAX PROFORMA/ORGANIZER 2017 TAX PROFORMA/ORGANIZER This Tax Proforma/Organizer package was designed to assist you in collecting the information we need for the preparation of your 2017 income tax return. The following pages

More information

TAX ORGANIZER Page 3

TAX ORGANIZER Page 3 TAX ORGANIZER Page Basic Taxpayer Information Taxpayer Spouse Taxpayer Spouse First Name Initial Last Name Social Security No. Check if Date of Occupation Dependent Presidential Birth Disabled Blind of

More information

Miscellaneous Information

Miscellaneous Information Miscellaneous Information Personal Information Yes No Did your marital status change during the year? If "Yes," explain Can you or your spouse be claimed as a dependent by someone else? Did your address

More information

Tax Organizer. When possible, 2016 information is included for your reference. You do not need to make any 2016 entries.

Tax Organizer. When possible, 2016 information is included for your reference. You do not need to make any 2016 entries. 2017 Tax Organizer ORG0. This Tax Organizer is designed to help you collect and report the information needed to prepare your 2017 income tax return. The attached worksheets cover income, deductions, and

More information

INCOME TAX PREPARATION. Rose M. Le Flore. CLIENT PROFILE (Please fill out completely & print clearly) Are you a new client? Yes No

INCOME TAX PREPARATION. Rose M. Le Flore. CLIENT PROFILE (Please fill out completely & print clearly) Are you a new client? Yes No INCOME TAX PREPARATION Rose M. Le Flore CLIENT PROFILE (Please fill out completely & print clearly) Are you a new client? *If you received a Refund last year, please indicate the amount: Federal $ State:

More information

Personal Information 3

Personal Information 3 Personal Information 3 Taxpayer: First Name and Initial Last Name Social Security Number Occupation Date of Birth (Mo/Da/Yr) Date of Death (Mo/Da/Yr) Spouse: First Name and Initial Last Name Social Security

More information

Personal Information

Personal Information General: 1040 Personal Information GENERAL INFORMATION Filing (Marital) status code (1 = Single, 2 = Married filing joint, 3 = Married filing separate, 4 = Head of household, 5 = Qualifying widow(er))

More information

DeSain Financial Services 2018 Tax Questionnaire

DeSain Financial Services 2018 Tax Questionnaire Last Name: Last Name: Taxpayer First Name & Middle Initial: Taxpayer Social Security Number: Taxpayer First Name & Middle Initial: Social Security Number: Address: City, State, Zip: Home Phone: Work Phone:

More information

Evans & Woulfe Accounting, Inc.

Evans & Woulfe Accounting, Inc. Your Income: Wages on W-2 forms and Form 1095A (Health Insurance Marketplace Statement) and proof of Health Insurance coverage or applicable 1095B or 1095C. Interest Income Statements on Form 1099-INT

More information

2018 INDIVIDUAL TAX ORGANIZER for FORM 1040 and 1040-ME. Name: Taxpayer: Spouse: Date of Birth: Taxpayer Spouse Address:

2018 INDIVIDUAL TAX ORGANIZER for FORM 1040 and 1040-ME. Name: Taxpayer: Spouse: Date of Birth: Taxpayer Spouse  Address: Countinghouse Associates, P.A. www.countinghouseone.com TEL: 207-688-4056 Warren Bell, CPA, 234 Hodsdon Road, Pownal, ME 04069 email: wbell@maine.rr.com FAX: 866-682-6963 2018 INDIVIDUAL TAX ORGANIZER

More information

CYNTAX, LLC 908 Merchants Walk, Huntsville, AL Phone: FAX:

CYNTAX, LLC 908 Merchants Walk, Huntsville, AL Phone: FAX: CYNTAX, LLC 908 Merchants Walk, Huntsville, AL 35801 Phone: 256-518-2239 FAX: 256-518-2297 www.cyntax-hsv.com 2016 INCOME TAX INFORMATION Taxpayer s Full Name Spouse s Full Name Soc. Sec. No. Date of Birth

More information

Laguna-Business-Services, LLC Fax:

Laguna-Business-Services, LLC Fax: Laguna-Business-Services, LLC. www.lbservices.com 480.967.4702 Fax: 480.753.6755 2017 Income Tax Checklist Please review the following 2017 checklist information. Provide statements or receipts for any

More information

2) Financial Information. All about your money - banking information, tax assets and deductions, IRA contributions and more.

2) Financial Information. All about your money - banking information, tax assets and deductions, IRA contributions and more. Introduction Liberty s Tax Organizer will help you keep all of your important information in one place, so when it s time to come in to get your taxes prepared, you ll have everything ready. That means

More information

2017 Client Organizer Questionnaire

2017 Client Organizer Questionnaire 2017 Client Organizer Questionnaire NOTE: We cannot complete your 2017 personal income tax returns without these questions being answered and the last page being signed. Please check the appropriate box

More information

City... State... ZIP Code... Home phone... Fax number... Name Address ID Number Amount Paid. Enter total 2015 qualified student loan interest...

City... State... ZIP Code... Home phone... Fax number... Name Address ID Number Amount Paid. Enter total 2015 qualified student loan interest... PENROSE & ASSOCIATES, LLC 616 East Palisade Ave Ste 102 Englewood Cliffs, NJ 07632 Telephone: (201)816-3691 Fax: (201)816-3692 E-mail: patricia@penrosecpa.com Last name... First name... Taxpayer Information

More information

2018 TAX ORGANIZER. This tax organizer has been prepared for your use in gathering the information needed for your 2018 tax return.

2018 TAX ORGANIZER. This tax organizer has been prepared for your use in gathering the information needed for your 2018 tax return. F R O M 2018 TAX ORGANIZER T O This tax organizer has been prepared for your use in gathering the information needed for your 2018 tax return. To save you time, selected information from your 2017 tax

More information

Basic Taxpayer Information

Basic Taxpayer Information Basic Taxpayer Information ORG6 1 Single 2 Married filing jointly 3 Married filing separately PERSONAL INFORMATION TAXPAYER SPOUSE Last name... First name... Middle initial and suffix... MI... Suffix...

More information

PERSONAL INFORMATION (Returning clients please list any changes from last year)

PERSONAL INFORMATION (Returning clients please list any changes from last year) PERSONAL INFORMATION (Returning clients please list any changes from last year) Taxpayer (TP) Name SSN Birth Date Phone No. Occupation Spouse (SP) Name SSN Birth Date Phone No. Occupation Street City State

More information

Tax Return Questionnaire Tax Year

Tax Return Questionnaire Tax Year Print this form out, take some time to fill it out, and bring it with you when you come to the office. This will save you time and money, and help us help you more effectively. Tax Return Questionnaire

More information

INCOME TAX GUIDE AND CLIENT ORGANIZER

INCOME TAX GUIDE AND CLIENT ORGANIZER INCOME TAX GUIDE AND CLIENT ORGANIZER Provided By: Gail Miller Anderson Tax & Financial Services 9326 Swinton Avenue rth Hills, CA 91343 Phone: (818) 891-8194 Fax: (818) 894-3234 E-Mail: gandtanderson@yahoo.com

More information

Tax Year INDIVIDUAL TAX PREPARATION CHECKLIST

Tax Year INDIVIDUAL TAX PREPARATION CHECKLIST The Miller Associates 820 N River Street Loft 206 Portland, OR 97227 www.themillerassociates.com 503-891-6659 Fax 503-280-1100 INSTRUCTIONS: Tax Year INDIVIDUAL TAX PREPARATION CHECKLIST If this is your

More information

Name: Date of birth: Social Security #: Relationship: Months lived in home:

Name: Date of birth: Social Security #: Relationship: Months lived in home: Peter Morales Tax Service Tax Organizer Tax Organizer Form This form will help you to organize your tax information. Please print it out, complete as much of it as you can and bring it with you when you

More information

We look forward to providing services to you. Should you have questions regarding any items, please do not hesitate to contact.

We look forward to providing services to you. Should you have questions regarding any items, please do not hesitate to contact. Organizer Individual This organizer is designed to assist you in gathering the information required for preparation of your individual income tax returns. Please complete pages 1 4 and all applicable sections.

More information

HOWARD, LISTANDER & BERKOWER, P.A. Certified Public Accountants

HOWARD, LISTANDER & BERKOWER, P.A. Certified Public Accountants HOWARD, LISTANDER & BERKOWER, P.A. Certified Public Accountants 195 Main Street Jerome Gunsher, C.P.A.* Second Floor, Suite 201 Stephen P. Stempinski, C.P.A. Metuchen, NJ 08840 Lewis J. Posnock, C.P.A.

More information

Tax Return Questionnaire Tax Year

Tax Return Questionnaire Tax Year Tax Return Questionnaire - 2018 Tax Year - Page 1 of 18 Print this form out, take some time to fill it out, and bring it with you when you come to the office. This will save you time and money and help

More information

General Information. Filing Status. Taxpayer's Address. Preparer's Information

General Information. Filing Status. Taxpayer's Address. Preparer's Information General Information First........ Middle Initial........ Last........ Suffix........... Social Security Number... Date of Birth........ Date of Death........ Home Phone........ Work Phone........ Cell

More information

We hope this will be helpful to you in preparing your documents to bring to us. We will need the following documentation:

We hope this will be helpful to you in preparing your documents to bring to us. We will need the following documentation: Johnson Johnson & Ruff CPAs, P.A. Certified Public Accountants 101 N. St. Joseph St., Morrilton, AR 72110 (501) 354-4626 office (501) 354-1407 fax Toll Free 866-580-2721 www.jandrcpa.com January 3, 2018

More information

Income Tax Organizer Instructions

Income Tax Organizer Instructions Income Tax Organizer Instructions Our Tax Organizer is designed to help you gather the proper tax information required to prepare your tax return. Please fill out completely all areas that pertain to you.

More information

Client Tax Organizer

Client Tax Organizer . Tax Year Client Tax Organizer Tax Return Appointment: Date: Time: Please complete this Organizer before your appointment. Include all statements (W-2s, 1099s, etc.) 1. Personal Information Taxpayer Spouse

More information

INDIVIDUAL INCOME TAX ORGANIZER

INDIVIDUAL INCOME TAX ORGANIZER PALAZZO & COMPANY EXPAT TAX PROFESSIONALS PO Box 6888, Gulfport, MS 39506 (Standard mail) 13155 Shriners Blvd Ste B, Biloxi, MS 39532 (Express mail) 228-396-8800 or 866-272-9224 (Toll free) 305-768-0483

More information