2016 Individual Worksheet Questionnaire:

Size: px
Start display at page:

Download "2016 Individual Worksheet Questionnaire:"

Transcription

1 Individual Worksheet Questionnaire: Client Name: address: Moble Telephone#: ATTENTION: Business Owners: (which includes Sole Proprietors; Rental Property Owners; Farms; Corporations and Partnerships) There are new 1099 questions and requirements by the IRS. Please answer BOTH of the 1099 questions on the worksheets for Businesses (C); Rental Property (E) and Farms (F). New IRS / State laws: These are initiated to help prevent your IDENTITY THEFT. A. The IRS and States now require proof of your identification. (Both taxpayer & spouse if applicable) We MUST have on file a copy of (1) your current State issued drivers license or (2) other State issued ID. B. Home owners are now required to prove deductible mortgage interest, including origination date & type of debt (1) original mortgage debt, (2) refinancing of original mortgage debt, (3) Home Equity Debt We are now required to maintain proof of the debt. Please provide us with a copy of your 2016 mortgage form Please answer the following questions and complete / review all attached worksheets. They have been designed to assist you in organizing your income and deductible expenses. Please supply any supporting documents that may be benificial to accurately completing your tax forms. Circle Yes or No 1. Did you have a change in filing / marital status? If yes please advise: YES / NO 2. Any change in dependents claimed? ie: births / adoptions / graduation of children. YES / NO 3. Did you pay child care expenses for child under age 13? Provide information - Page 6 YES / NO 4. Did you have educational (post high school) expenses for yourself, spouse or dependent child? YES / NO Provide information - Page 6 You MUST have form 1098-T from the qualified institution. 5. During 2016, did you have financial interest in or signature authority over a financial account located in a foreign country? (Bank / brokerage account, including joint accounts & co-signer accounts) YES / NO 6. Did you purchase a vehicle, boat, motor home, or have other large purchases subject to sales tax? YES / NO If yes, you MAY be able to deduct the sales tax. Provide documentation of sales tax. 7. Did you buy / sell / refinance a home? If yes, please provide the settlement documents (HUD-1). YES / NO Address Change?: 8. Did you pay real estate taxes? See page 4 (bring mortgage statement form 1098 if applicable) YES / NO 9. Did you complete any energy efficient improvements to your personal residence? If yes see page 6 YES / NO 10. Did you contribute $ 250. (or more) to any qualified charitable organization? YES / NO Provide copies of receipt from Qualified Charitable Organizations. Not all non-profits qualify. 11. Did you have any cancellation of debt or enter into a mortgage modification. YES / NO Please bring copies of forms 1099-C or 1099-A. This could be taxable income to you! 12. Did you receive a Marcellus gas bonus check or royalty payments from gas or coal rights? YES / NO 13. PA USE TAX: Did you purchase any items from out of state companies (via: Computer / Catalogs) YES / NO If yes, you may owe PA Use Tax if the company did not collect sales tax. Please provide details. 14. Did you have Health Insurance in 2016? YES / NO Coverage for entire 2016 year? YES / NO Was health insurance Employer provided? Y / N (provide form 1095-C received from Employer) Was health insurance Self Paid? Y/ N (provide form 1095-B received from Insurance Co) Was coverage through Health Care Market Place? Y / N (provide 1095-A received from Market Place) Don't forget to let us know about federal, state and local estimates paid on page 3. Client Initials: T: S:

2 INCOME WORKSHEET CLIENT NAME: *PLEASE BRING ALL W-2 AND 1099 FORMS TO APPOINTMENT (OR MAIL / DROP-OFF WITH OTHER INFORMATION) *INTEREST INCOME: PLEASE BE SURE TO BRING 1099-INT FORMS whole numbers only no pennies PLEASE (ex: $72 not $71.63) NAME OF INSTITUTION ISSUING FORM 1099 % of GOVT BONDS EDUCATIONAL FEDERAL EARLY FEDERAL STATE STATE STATE SERIES EE TAX W/D REGULAR EXEMPT EXEMPT EXEMPT EXEMPT BONDS WITHHELD PENALTY *DIVIDEND INCOME: PLEASE BE SURE TO BRING 1099-DIV FORMS NAME OF INSTITUTION ISSUING FORM 1099 TOTAL QUALIFIED TOTAL CAP % RATE FEDERAL STATE FEDERAL FOREIGN FOREIGN ORDINARY ORDINARY GAINS SEC EXEMPT EXEMPT TAX W/H INCOME TAX PAID Federal State Local Local OP #1 Office Use Only: ( 2017 estimated vouchers) #2 #3 #4 Total Schedule B Page 1 of 6 Client initials: T

3 *PLEASE BE SURE TO BRING ALL W-2 AND 1099 FORMS (BRING) CLIENT NAME: Prizes / Lottery / Gambling (BRING) State Income Tax 2015 Refund Educational IRA / Distributions 1099-Q or Overpayment Received in G Basis of distribution Gains State Income Tax 2014 Refund Student Name: or Overpayment Received in G Educational IRA / Distributions 1099-Q Basis of distribution Gains Local Income Tax 2015 Refund Student Name: or Overpayment Received in 2016 (T) 1099-G Local Income Tax 2015 Refund IRA Distributions - T / R Gross 1099-R or Overpayment Received in 2016 (S) 1099-G Fed W/H Taxable W-2G IRA Distributions - T / R Gross 1099-R Alimony Received Fed W/H Taxable IRA Distributions - T / R Gross 1099-R Unemployment - Taxpayer G Fed W/H Taxable Federal Tax w/h on Unemployment.... IRA Distributions - T / R Gross 1099-R Unemployment - Spouse G Fed W/H Taxable Federal Tax w/h on Unemployment Pension / Annuity Gross 1099-R Social Security - Taxpayer SSA Fed W/H Taxable Federal Tax w/h on S.S Pension / Annuity Gross 1099-R Social Security - Spouse SSA Fed W/H Taxable Federal Tax w/h on S.S Pension / Annuity Gross 1099-R Fed W/H Taxable Property Tax Rebate / Refund... Pension / Annuity Gross 1099-R Jury Duty (exclude parking & travel)... Fed W/H Taxable Other Income Health / Medical Savings Account Other Income Total distributions SA Educator (Teacher) Supplies (T/S).... ($ 250 max) IRA (Traditional / Roth) - Taxpayer... (Detail expenses over $ 250. on 2106 worksheet) each IRA (Traditional / Roth) - Spouse.... HSA-Health Savings Acct (self funded) SA Statement of 12/31/16 IRA Value (please bring form 5498) (other than withheld or paid by employer, listed on W-2 forms) INCOME DEDUCTIONS (not included on W-2 forms) Student Loan Interest: Taxpayer (self employed only): Spouse.. SEP / Simple IRA - Taxpayer Contribution SEP / Simple IRA - Spouse Name of Beneficiary: Keogh / Money Purchase Pension Contribution Keogh / Money Purchase Pension... Name of Beneficiary: Health Insurance Contribution Name of Beneficiary: Alimony Paid $ Recipient Name & SS # Page 2 of 6

4 CLIENT NAME: 1. Business Income & Expenses All Businesses, Landlords & Farmers MUST: 2. Rental Income & Expenses * Confirm all 1099's received from customers 3. Farm Income & Expenses ** Prepare all 1099's required for vendors (> $ 600.) 4. Sale of Assets, Equipment or Investments ( gain / loss / worthless ) If you have computerized QuickBooks records for your business, farm, or rental do not complete worksheet; download ACCOUNTANTS backup copy or bring the following: a. 1/1/16-12/31/16 Profit and Loss Previous Year Comparison Statement b. 12/31/16 Balance Sheet Previous Year Comparison Statement c. 1/1/16-12/31/16 Statement of Asset Acquisitions Quickbooks users should upload an ACCOUNTANT'S COPY through our secure portal. We will review files, make corrections and adjustments to your files, then download back to you, insuring accuracy and saving time. IF YOU HAVE INCOME FROM ESTATES / PARTNERSHIPS / S-CORPORATIONS / TRUSTS PLEASE BE SURE TO BRING K-1's TO YOUR TAX PREPARATION APPOINTMENT. Most K-1's are not issued until after April 1st and will require you to file on an extension after April 15th. *DO NOT INCLUDE AMOUNTS WITHHELD ON WAGES (W-2 FORMS)* 2015 Overpmnt 1st Quarter 2nd Quarter 3rd Quarter 4th Quarter Paid with Total ESTIMATED TAX credited to paid by paid by paid by paid by Extension Payments PAYMENTS /15/2016 6/15/2016 9/15/2016 1/17/2017 4/17/2017 for 2016 Federal: If you have income or expenses from any of the following, please download the appropriate worksheets or contact our office. ESTIMATED TAX PAYMENTS PAID FOR 2016 State: State: Local 2015 Overpmnt 1st Quarter 2nd Quarter 3rd Quarter 4th Quarter Paid with Total Earned Income/ credited to paid by paid by paid by paid by Extension Payments Wage Tax /15/2016 6/15/2016 9/15/2016 1/17/2017 4/17/2017 for 2016 Taxpayer (or Joint) Taxpayer (or Joint) Spouse Spouse Page 3 of 6

5 ITEMIZED DEDUCTIONS *MEDICAL EXPENSES: Chiropractor CLIENT NAME: *TAXES: Payments NOT listed on W-2 Forms Co-Pays and Deductibles state income tax paid in 2016 Dentist / Dentures Doctor State Income Taxes - Paid in Exercise Equip/Program (if prescribed)... Eyeglasses & Contacts / Supplies Hearing Aids / Batteries Grand Total State Taxes paid in = Hospital Insurance - Health & Medicare (not listed elsewhere) Payments NOT listed on W-2 Forms Insurance - Longer Term Care local earned income tax paid in 2016 Mileage $ Medical Supplies Local Income Taxes - Paid in Non-Prescription Drugs Nursing Home / Hospice Care Parking and Tolls Grand Total Local Taxes paid in = Physical Therapy Prescriptions / Medications *TAXES: Payments listed on W-2 Forms Rehabilitation Local Service Tax ($ $ 52.) + = Special Education (Tuition / Meals / Lodging, etc) Test / X-rays Unemployment Tax withheld on W-2 (puc / sdi / sui / unempl): Transportation / Lodging = Total All State and Local Taxes Paid: = *INTEREST EXPENSE: Provide mortgage statements Sales / Use Tax Paid -- Major Purchases.. Mortgage Lender Outstanding Debt Intrest Paid (Auto, Boat, Truck, Motor Home, Etc) $ $ $ $ Real Estate / Property Taxes: $ $ School: County: Local: Home Equity Lender Outstanding Debt Interest Paid School: County: Local: $ $ School: County: Local: $ $ School: County: Local: = Time Share Mortgage Mtg. Interest listed on other forms (C, E, F, 2106) ( ) - Taxes listed on other forms (C, E, F, 2106) ( ) Total Mortgage Interest Paid: = Total Real Estate Taxes: = Investment Interest Expense Mortgage Insurance Premiums Personal Property Taxes Mortgage Points Paid - Original Loan.... (Assets held in states other than PA) Mortgage Points Paid - Refinancing..... ( Bring HUD - 1 Settlement Statement ) These are taxes assessed on the value of personal property (vehicles, etc.) Refi. Date: # of Years: Mortgage interest is limited to interest paid on debts (< $ 1,000,000.) to acquire or improve your residence. Home Equity interest is limited to interest paid on debts secured by your residence < $ 100,000.. Schedule A Page 4 of 6

6 *CHECK / CREDIT CARD / CASH CLIENT NAME: *CLOTHING & GOODS DONATED: List organization names & amount if over $ 250. Receipts & Detailed Lists Required $.14 $.14 Auto Donated ( Must have verification if over $500* ) ALL contributions > $ 250. must be verified with receipt from qualified charitable organization ALL Cash contributions are DISALLOWED unless confirmed with a written receipt from the qualified charitable organization. WARNING: Not all "non-profit" organizations are qualified charitable organizations 1. Receipt from QUALIFIED charity, including name and address of qualifying charitable organizations 2. Detailed "item by Item" list, including description, original cost and purchase date if possible. 3. Proof of cost (if available) and proof of valuation (if original receipts are not available pictures when donated will help) Investment Expense: Tax Preparation Fees Custodial Fees - IRA/SEP/Etc Tax Related Publications Financial Planning Fees Tax Preparation Mileage $.54 = Safe Deposit Box or Safe Publications Legal Fees: Income / Job Related (only) Tax Related (only) Legal fees to establish a will or trust are not deductible. LOSSES ON IRA'S AND ANNUITIES: ( Total liquidation of all like assets is required ) GAMBLING LOSSES ( Limited to winnings as reported on 1099-G) ESTATE TAXES: (Paid on taxable income ie: IRA, Annuity, Bonds, etc ) CASUALTY LOSSES: ( Flood / Fire / Theft ) -- Bring Itemized List and police or fire report (per loss).. Job Related Exp: 2106 Worksheet Job Hunting Exp: 2106 Worksheet Job Related Educ. Exp: 2106 Worksheet CHARITABLE CONTRIBUTIONS MISCELLANEOUS DEDUCTIONS *Must include year / make / model / mileage verified sale proceeds and original purchase date & cost If your total annual "GOODS" contributions exceed $500 you must have the following: Valuation guides for "Clothing & Goods" contributions can be found on the internet Educator Exp (in excess of $250): 2106 Worksheet Moving Exp: 3903 Worksheet Page 5 of 6

7 CLIENT NAME: CHILD AND DEPENDENT CARE EXPENSES This worksheet is designed to aid you in the organization of necessary information for Child Care Expenses. List persons or organization who provide care. MUST HAVE STATEMENT FROM CHILDCARE PROVIDER TO RECEIVE CREDIT Care Recipient's Name Care Provider's Name and Address Care Provider's SS# or EIN Amount Paid POST HIGH SCHOOL EDUCATION EXPENSES MUST HAVE 1098-T OR 1098-E FROM EDUCATIONAL INSTITUTION TO RECEIVE CREDIT OR DEDUCTION Student #1 Student #2 Student #3 Name of Student Year of Schooling (circle one ). (G= Grad School) G G G Educational Institution - Name Total Tuition (Must provide form 1098-T, from school) Qualified Lab & Facility Fees Required Books and Equipment Non-Taxable Assstance - (VA, G.I. Bill, etc) - Grants / Scholarships received Withdrawals from Educational or Roth IRA / 529 Plan.. - Net subject to credit or deduction = = = = ENERGY & VEHICLE CREDITS Windows / Doors: HVAC: Windows & Skylights Central A/C (16+ seer component)..... Exterior Doors Central A/C (14+ seer package system). Garage Doors Geothermal Heat Pump Roofing - (Insulated Metal Roofs).... Gas, Oil, Propane Furnace (> 95% effient) Insulation Advanced Main Circulating Fan Solar Energy Systems Biomass Fuel Stove Fuel Cells Water Heaters: (High Efficiency) Must be >90% efficient Hybrid / Electric Plug-In Vehicles: Make: Model: Year: Date in Service: Page 6 of 6

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

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

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

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

2017 Income Tax Data-Itemizer

2017 Income Tax Data-Itemizer Documents Used to Verify Primary Taxpayer Identity: (select one) Driver's License (complete detail below) State issued identification card (complete detail below) Passport IDENTITY VERIFICATION WORKSHEET

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

*************************** Lake Kennedy McCulloch, CPAs PS 2016 Income Tax Preparation Questionnaire

*************************** Lake Kennedy McCulloch, CPAs PS 2016 Income Tax Preparation Questionnaire Our Questionnaire ensures we don t miss potential deductions for you. WE CAN T WORK ON YOUR RETURN WITHOUT A COMPLETED QUESTIONNAIRE. *************************** Lake Kennedy McCulloch, CPAs PS 2016 Income

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

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

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

3. Drop off your documents at our office without a personal meeting; Our office will return a copy of your tax returns and all original documents.

3. Drop off your documents at our office without a personal meeting; Our office will return a copy of your tax returns and all original documents. Dear Client, Our firm looks forward to helping you with your 2017 income taxes! Please review the enclosed 2017 Income Tax Organizer and use to organize your documents. Please make sure you confirm your

More information

2018 INCOME TAX INFORMATION ORGANIZER

2018 INCOME TAX INFORMATION ORGANIZER 999 Century Drive, Suite 5 Dubuque, Iowa 52002 Phone (563) 556-4508 Fax (563) 556-0407 607 Myatt Drive, Suite 1 Maquoketa, Iowa 52060 Phone (563) 652-5152 Fax (563) 652-5152 To Our Valued Tax Clients:

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

2018 TAX INFORMATION 1040 CHECKLIST

2018 TAX INFORMATION 1040 CHECKLIST 2018 TAX INFORMATION 1040 CHECKLIST PLEASE INCLUDE WITH YOUR TAX DOCUMENTS, COMPLETED CHECKLISTAS WELL AS THE SIGNATURE PAGE FROM THE ENGAGEMENT LETTER. (See website www.jedgarcfo.com) ****WE WILL NOT

More information

INDIVIDUAL DETAILED ORGANIZER

INDIVIDUAL DETAILED ORGANIZER INDIVIDUAL DETAILED ORGANIZER This organizer will assist you in gathering the information needed to prepare your individual tax returns. We strongly suggest you go through all sections of the organizer

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

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

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

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

Hemminger & Associates, Inc. Income Tax Service Please Read!

Hemminger & Associates, Inc. Income Tax Service Please Read! Dear Client; Hemminger & Associates, Inc. Income Tax Service Please Read! We ve moved to 6915 Lakewood Dr. W Suite A3 Tacoma, WA 98467 Referrals! We would like you to pass our name to someone you think

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

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

Tax Organizer For 2016 Income Tax Return

Tax Organizer For 2016 Income Tax Return Tax Organizer For 2016 Income Tax Return Prepared For: Sample Client, Prepared By: Delano Sherley & Associates, Inc 8240 Beckett Park Dr. Ste. A West Chester, OH 45069 This Tax Organizer can be used to

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

City... State... ZIP Code... Home phone... Fax number... Name Address ID Number Amount Paid. Enter total 2018 qualified student loan interest...

City... State... ZIP Code... Home phone... Fax number... Name Address ID Number Amount Paid. Enter total 2018 qualified student loan interest... CRAWFORD MERRITT AND COMPANY PC 3100 FIVE FORKS TRICKUM RD SW STE 401 LILBURN, GA 30047 Telephone: (770)972-6393 Fax: (770)972-4463 E-mail: dcrawford@cmccpas.com Last name... First name... Taxpayer Information

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

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

Bausch & Associates, Inc 101 Devant Street, Suite 802, Fayetteville, GA

Bausch & Associates, Inc 101 Devant Street, Suite 802, Fayetteville, GA Bausch & Associates, Inc 101 Devant Street, Suite 802, Fayetteville, GA 30214 770-460-5518 Information for Preparation of Individual Tax Returns This list is to provide a guideline for items that we will

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

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

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

2011 TAX PREPARATION ORGANIZER

2011 TAX PREPARATION ORGANIZER Page 1 2011 TAX PREPARATION ORGANIZER TAX PREPARATION STEPS: 1) Gather all tax documents, such as W-2's, 1099s, etc 2) Upload, copy or scan tax documents - DO NOT SEND ORIGINALS 3) Transmit your documents

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

2017 TAX ORGANIZER. This tax organizer has been prepared for your use in gathering the information needed for your 2017 tax return.

2017 TAX ORGANIZER. This tax organizer has been prepared for your use in gathering the information needed for your 2017 tax return. F R O M 2017 TAX ORGANIZER T O This tax organizer has been prepared for your use in gathering the information needed for your 2017 tax return. To save you time, selected information from your 2016 tax

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

Hemminger & Associates, Inc. Income Tax Service Please Read!

Hemminger & Associates, Inc. Income Tax Service Please Read! Dear Client; Hemminger & Associates, Inc. Income Tax Service Please Read! This organizer is for the tax year 2018. Please use it as a guide in gathering together your 2018 tax information. Bring it with

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

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

TAX CATEGORIES AND TOPICS TAX YEAR 2018

TAX CATEGORIES AND TOPICS TAX YEAR 2018 Change in marital status Change in household members Change of address, email, phone Change of job Did you retire Change of primary bank / checking account Dependents / Children with income Household Employees

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

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

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

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

INDIVIDUAL TAX ORGANIZER & ENGAGEMENT LETTER 2017 FORM 1040

INDIVIDUAL TAX ORGANIZER & ENGAGEMENT LETTER 2017 FORM 1040 INDIVIDUAL TAX ORGANIZER & ENGAGEMENT LETTER 2017 FORM 1040 This organizer is designed to assist you in gathering the information required for preparation of your individual income tax returns. Please

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

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

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

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

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

Nelson CPAs, LLC Tax Organizer. Table of Contents. Personal Information Dependent Information Tax Refunds and Payments...

Nelson CPAs, LLC Tax Organizer. Table of Contents. Personal Information Dependent Information Tax Refunds and Payments... Nelson CPAs, LLC 2017 Tax Organizer Table of Contents Personal rmation... 1 Dependent rmation... 2 Tax Refunds and Payments... 3 Purchases, Sales and Debt rmation... 4 Income rmation... 5 Retirement rmation...

More information

1040 US Client Information 1

1040 US Client Information 1 Page 1 1040 US Client Information 1 Coleman Tax & Bookkeeping P.O. Box 843 Weaverville, CA 96093 Telephone number: Fax number: E-mail address: (530) 623-4787 (530) 623-4560 ccoleman@velotech.net Tax Return

More information

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

Rowland Alexander, LLC 4380 N. Campbell Ave., Suite 204 Tucson, AZ (520) FAX Rowland Alexander, LLC 4380 N. Campbell Ave., Suite 204 Tucson, AZ 85718 (520) 505-5602 FAX 333-3200 lisa@goraonline.com www.goraonline.com We are in the St. Philips Plaza located at the SE corner of River

More information

1040 US Client Information 1

1040 US Client Information 1 Page 1 1040 US Client Information 1 DENISE M. BROLIN, CPA 1205 THIRD STREET GILROY CA 95020 Telephone number: Fax number: E-mail address: (408) 848-3861 (408) 413-1988 denise@denisebrolin-cpa.com Tax Return

More information

2013 PERSONAL INCOME TAX RETURN DATA

2013 PERSONAL INCOME TAX RETURN DATA 2013 PERSONAL INCOME TAX RETURN DATA The information required on this form is pertinent to the preparation of your INCOME TAX RETURN and relates to you and your family personally, and not to your business

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 ORGANIZER. P.O. Box 130, Newburyport, MA Office: Fax: Website:

TAX ORGANIZER. P.O. Box 130, Newburyport, MA Office: Fax: Website: TAX ORGANIZER P.O. Box 130, Newburyport, MA 01950 Office: 978-499-1888 Fax: 978-499-4988 Email: craig@skytax.net Website: www.skytax.net FEE STRUCTURE Pricing includes: Federal Form 1040, Schedules A &

More information

Julie K Wiedner CPA, PC

Julie K Wiedner CPA, PC Individual Client Tax Organizer Please complete this Organizer before your appointment. TAX YEAR BEING FILED: YOU WILL NEED: * Tax Information (ALL Forms: W-2, 1099, 1098, 1095, etc...) * Social Security

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

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

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

Tax Organizer For 2017 Income Tax Return

Tax Organizer For 2017 Income Tax Return Tax Organizer For 2017 Income Tax Return Prepared For:,,, Prepared By: Strategic Tax & Accounting LLC 3650 Canton Road Marietta, GA 30066 This Tax Organizer can be used to help identify information needed

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

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

Questionnaire. Y N Personal Information Did your marital status change during the year? If yes, please explain:

Questionnaire. Y N Personal Information Did your marital status change during the year? If yes, please explain: Questionnaire Personal Information Did your marital status change during the year? If yes, please explain: Did your address change from last year? If yes, what is the new address? Did you change jobs or

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

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

TAX QUESTIONS

TAX QUESTIONS Page 1 of 6 This Questionnaire is one of the FIVE Minimum Tax Packet Items Taxpayer Names This short questionnaire covers most of the tax reporting areas that I need to know about to prepare accurate tax

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

NOTE: PLEASE CONVERT JPEGs TO PDFs BEFORE UPLOADING

NOTE: PLEASE CONVERT JPEGs TO PDFs BEFORE UPLOADING INCOME TAX RETURN ORGANIZER Please select one of these 3 boxes and follow the corresponding directions: If you are a returning client AND your information HAS NOT changed (just print your name & select

More information

2016 TAX ORGANIZER. This tax organizer has been prepared for your use in gathering the information needed for your 2016 tax return.

2016 TAX ORGANIZER. This tax organizer has been prepared for your use in gathering the information needed for your 2016 tax return. F R O M 2016 TAX ORGANIZER T O This tax organizer has been prepared for your use in gathering the information needed for your 2016 tax return. To save you time, selected information from your 2015 tax

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 CARAS & SHULMAN, PC 78 BLANCHARD ROAD, STE 100 BURLINGTON MA 01803 TAX ORGANIZER T O This tax organizer has been prepared for your use in gathering the information needed for your tax return. To

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

FOR THE TAX YEAR 20 COMPLIMENTARY TAX ORGANIZER FOR PERSONAL PREPARE TODAY TO SAVE TOMORROW www.nevadalegalforms.com PLEASE PROVIDE A COPY OF YOUR PRIOR YEARS FEDERAL AND STATE RETURN IF WE DID NOT PREPARE

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

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

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

2017 JAMES J. TOWEY, P.C. Information Summarizer for Self Employed

2017 JAMES J. TOWEY, P.C. Information Summarizer for Self Employed 2017 JAMES J. TOWEY, P.C. Information Summarizer for Self Employed 11555 Beamer Road, Ste. 100 Houston, TX 77089 (281)484-5561 (Tel.) (281)481-0987 (Fax) pcjjt76@gmail.com www.jamesjtoweycpa.com CLIENT:

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 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

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

1040 US Tax Organizer

1040 US Tax Organizer 1040 US Page 1 Folino Tax & Financial Network 333 N. Lantana St. Suite 297 Camarillo, CA 93010 Telephone number: Fax number: E-mail address: (805) 482-4062 (805) 482-8910 david@folinotax.com Tax Return

More information

2015 PERSONAL INCOME TAX DATA

2015 PERSONAL INCOME TAX DATA Name 2015 PERSONAL INCOME TAX DATA The information requested on this form is for the preparation of your personal income tax return and relates to you and your family personally, not to your business operations.

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

MARCUS HILTON CPA. Relevant 2017 Tax Changes And Income Tax Questionnaire

MARCUS HILTON CPA. Relevant 2017 Tax Changes And Income Tax Questionnaire MARCUS HILTON CPA 4226A WHITE PLAINS ROAD 2 ND Floor BRONX, NEW YORK 10466 Tel (718) 554-0640 Fax (718) 554-0642 E-mail: info@marcushiltoncpa.com Web: www.marcushiltoncpa.com Relevant 2017 Tax Changes

More information

1040 US Tax Organizer

1040 US Tax Organizer 1040 US Tax Organizer Page 1 D & Q Tax and Consulting 4721 Laurel Canyon Blvd, Suite 201 VALLEY VILLAGE, CA 91607 Telephone number: 8187552950 Fax number: E-mail address: Tax Return Appointment Date: Time:

More information