FREE TAX PREPARATION. Free Tax Services are available if your household income is less than $54,000!
|
|
- Diane McKenzie
- 5 years ago
- Views:
Transcription
1 FREE TAX PREPARATION Free Tax Services are available if your household income is less than $54,000! Set up your appointment today for FREE tax services. Call or or visit
2 Benefits at Tax Sites Include: Pre-paid Cards No bank account? No worries. You can still get direct deposit through a FREE pre-paid card. Check Cashing Get resources to avoid high fees while cashing a federal, state or city tax refund check. Savers Pledge Take the Savers Pledge online at the Great Lakes Michigan Saves website while waiting at one of the listed tax sites to help you reach your savings and debt reduction goals. PLUS! Financial-Credit-Savings Coaching Services Save, pay debts and improve your credit. Work with a coach and access free credit report review and one-on-one financial coaching services. Pay Yourself First Save a portion of your refund (10% or at least $50) and receive a gift card. Gift cards available while supplies last! You Save, We Match Set a financial goal, save at least $50 of your refund, attend 3 financial workshops and work with a financial coach and earn matching funds. Match savings available while supplies last! SaveYourRefund Save Small ($50), Win Big. Direct deposit your federal refund in 2 or more of your accounts. Sign up online for 102 chances to win $30,000 in prizes. Offered by Commonwealth and America Saves. More details available at tax sites!
3 Claim Your Tax Refund! The IRS estimates that one in five eligible workers do not claim the Earned Income Tax Credit (EITC), missing out on millions of dollars they ve earned. Claim Your Money! You may qualify for the Earned Income Tax Credit, the Child Tax Credit, and more. Let our IRS certified preparers help you get all the tax credits you qualify for. Call today for an appointment and keep all of your money this year by filing for free if your household income is less than $54,000. Even if you are not required by law to file a tax return, in some cases it may be in your interest to file one anyway. For example, almost anyone who has dependents can benefit by filing an income tax return. Most people who are exempt from filing do not owe any taxes. However, you may still be eligible for a tax refund. Some of the available tax credits include: Earned Income Tax Credit (EITC) Child and Dependent Care Credit Education Tax Credits Saver Credits Homestead Property Tax Credit Home Heating Credit You must file a tax return to claim available tax credits. Find out more at or by making a FREE tax preparation appointment by calling or Wayne Metro Early Childhood Services These sites are PEANUT FREE locations Tue Feb. 5 & Thurs am 4pm Thurs. Feb. 21 9am 4pm Fri Mar am 4 pm Wayne Metro Early Childhood Services Cortland Daly Elementary Shear Head Start* 138 Cortland Highland Park, MI Michigan Ave Inkster, MI Schoolcraft Ave. Redford Charter Twp, MI * For correct location of the building, search for South Redford School District
4 OUT-WAYNE Permanent Locations Open Weekly Jan Apr. 23 Tue. 10 am 6 pm Sat. 10 am 4 pm Closed 2/19 & 4/20 Wayne Metro Wyandotte Office 2121 Biddle Wyandotte, MI Feb. 7 Apr. 25 Thurs. 12 pm 6 pm Closed 2/21 Taylor Human Services Center Eureka Taylor, MI Feb. 4 Apr. 22 Mon. 10 am 4 pm Closed 2/18, 3/18 & 4/15 Jefferson Barns Com. Vit. Ctr Dorsey Westland, MI Feb. 4 - April 1 Mon. 10 am 4 pm Closed 2/18 & 3/18 Hamtramck Public Library 2360 Caniff Hamtramck, MI Mobile Tax Sites Open 1-2 Days Wed. Jan. 30, Feb. 6 & Feb13 9 am 3 pm Van Buren Charter Township Offices Tyler Rd Van Buren Twp., MI Thurs. Jan 31 Wed. Apr am 4 pm Romulus Athletic Center Northline Romulus, MI Tue. Feb am 2 pm Guidance Center 550 Eaton St. River Rouge, MI Thurs. Feb pm 6 pm Taylor Community Library Pardee Rd. Taylor, MI Wed. Feb. 20 & am 5 pm Redford Township District Library Six Mile Rd. Redford, MI Fri. Feb am 4pm Tues. Mar. 5 & 12 1 pm 6 pm Ecorse Seventh Day Adventist Church Melvindale Public Library th Street Ecorse, MI Allen Rd. Melvindale, MI Wed. Mar. 6 & Mar pm 6 pm Wayne Public Library 3737 S. Wayne Rd. Wayne, MI Tue. Mar. 26 & Wed. Mar am 4 pm Fri, Mar am 4 pm Livonia Public Library NOMADS Wayne County Airport Authority Five Mile Rd Livonia, MI Middlebelt Romulus, MI 48174
5 DETROIT Permanent Locations Open Weekly Wed. Jan 30 Apr am 4 pm Wayne Metro Lakeshore Bldg Woodward Detroit, MI Fri, Feb. 1 Apr am 4 pm Closed 3/29 Northwest Activities Center Meyers Detroit, MI Thurs. Feb 7 Apr pm 6 pm Closed 2/14 Samaritan Center 5555 Conner Street Detroit, MI Mobile Tax Sites Open 1-2 Days Sat. Feb. 2 & 9 11 am - 4pm Detroit Public Library Wilder 7140 E. 7 Mile Rd. Detroit, MI Sat. Feb. 16, 23 & Mar am 4 pm Life Remodeled 2470 Collingwood St. Detroit, MI Tue. Feb 19 & 26 1 pm 6 pm Thurs. Feb am 5pm Crowell Community Center Detroit Public Library Campbell Lahser Rd, Detroit, MI W. Vernor Detroit, MI Sat. Mar. 9, 16 & am - 4 pm Detroit Public Library Chandler Park Harper Detroit, MI48213 Tue Mar am 5 pm Wed. Mar pm 6 pm Detroit Public Library Edison Joy Rd. Detroit, MI Tues. Apr 2 &9 12 pm 6pm Kemeny Recreation Center 2260 S Fort St, Detroit, MI Sat. Apr. 6th 11am-4pm Sherwood Forest 7117 W. 7 Mile Rd. Detroit, MI Is your income between $54,000 and $66,000? Can t make one of these times? You still have options. Go to waynemetro.org, complete a short survey, and you will be directed to My Free Taxes, an IRS approved website to complete your income taxes.
6 Saving For a Rainy Day, Planning For the Future It happens to all of us. The car stopped running, the refrigerator dies, the hot water heater needs to be replaced. If this happened to you today, would you be prepared? By saving a portion of your refund, you are saving for when these emergencies happen. Starting a small savings account that you gradually contribute to is a great way to prepare for some of life s unexpected events. That rainy day fund will grow over time and soon you will have savings that can help you plan for your future.
7 What to bring: Your Social Security Card and Cards for all claimed dependents* (Originals Only) Valid Picture ID (Driver s License or State ID) Bank or Credit Union routing, and SAVINGS and Checking account (For Direct Deposit) Identity Theft PIN (provided by IRS) Copy of Last Year s tax return * If filing a Married Filing Jointly return, spouse must be present. *If filing a Married Filing Separately return, spouse SSN will be needed. Proof of Income Wages (all Forms W-2) Unemployment (Form 1099-G) Gambling/Lottery Winnings (Form W-2G) Miscellaneous Income (Form 1099-Misc) Pension (Form 1099-R) Social Security Benefit (Form 1099-SSA) Supplemental Security Income or Letter from SSA VA total monthly benefit or sum for the year Interest and Dividends (Form 1099-INT and/or 1099-DIV) DHS Assistance (DHS Annual Statement) Other relevant income information Proof of Expenses Medical or HMO Premiums paid for self or dependents Paid Daycare costs and provider s Tax I.D number Student Loan Interest (1099E) Tuition (1098T) Health Care Coverage (Form 1095-A, B, or C) Real Estate Taxes Paid in 2018 Mortgage Interest (Form 1098) Homestead Property Tax Credit Homeowners Renters Proof of taxable value of your home. Summer/winter property taxes billed for Lease or rental contract and rent receipts for Landlord s name, address & zip code. Home Heating Credit Total amount of residential heating costs paid in (expires September 30)
8 Set up your appointment today for FREE tax services. Call or or visit
2018 TAX SEASON. Free Tax Services are available if your household income is less than $54,000!
2018 TAX SEASON Free Tax Services are available if your household income is less than $54,000! Call 734.284.6999 or 313.388.9799 to make an appointment or prepare your own taxes online at www.waynemetro.org
More informationNovember 8, Proposals
1 of 5 November 8, 2016 - Proposals WASHTENAW COUNTY - 2 PROPOSALS PROPOSITION TO AUTHORIZE THE LEVYING OF.50 MILLS TO PROVIDE FUNDING TO MAINTAIN, RECONSTRUCT, RESURFACE, OR PRESERVE ROADS, BIKE LANES,
More informationTax 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 informationGeneral Return & Filing Information
www.atscpas.com 2018 Income Tax Preparation Questionnaire & Organizer Name: Address: City/State/Zip: Preferred Phone: ( ) Alternate Phone: ( ) E-Mail: Cell Work Home Other Cell Work Home Other *Please
More informationTax 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 informationPERSONAL 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 informationStatewide Trends in Local Government Finances
Statewide Trends in Local Government Finances Oakland County City Managers Association December 8, 2015 Eric Lupher www.crcmich.org / elupher@crcmich.org Citizens Research Council of Michigan Founded in
More informationDeSain 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 informationMONEY MATTERS. Put money back in your pocket with the Earned Income Tax Credit Learn how inside!
MONEY MATTERS Put money back in your pocket with the Earned Income Tax Credit Learn how inside! Citi and our community partners across the country support many of the 26 million Americans that received
More informationThis is a list of items you should gather for the Income Tax Preparation
This is a list of items you should gather for the Income Tax Preparation 1. Social Security Card(s) - Your Social Security number, which is your taxpayer identification number, is printed on your Social
More informationTax 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 informationTaxpayer Questionnaire
Personal Information Select Filing Status (select ONE) Single Married Filing Joint Married Filing Separately Head of Household Qualifying Widow(er). Year spouse died: Help Me Choose Enter Personal Information
More informationAccounting Aid Society State and City Test Tax Year 2013
Scenario 1: Bill and Susan Dobson Accounting Aid Society State and City Test Tax Year 2013 Bill and Susan Dobson lived together for the entire year of 2013. They filed their federal returns as Married
More information10018 Park Place Ave, Riverview FL 33578, , TAX ORGANIZER
10018 Park Place Ave, Riverview FL 33578, 813-304-5569, Theresa@TaxHappens.com TAX ORGANIZER This Organizer contains several sections that include common expenses and deductions that many taxpayers overlook.
More informationTo obtain these cards call or go to
Thank you for making an appointment with the United Way of Washtenaw County VITA tax clinic. Please review this letter to ensure you are prepared for your appointment. What if I need to cancel or change
More information2018 Income Tax Organizer
2018 Income Tax Organizer Tax-Ability Insha (Crystal) Khan (405) 295-5426 taxesokc.com 10404 Major Ave, OKC, OK, 73120 taxhelp@taxesokc.com facebook.com/taxability Part I Your Personal Information Your
More informationHemminger & 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 informationWHITE & ASSOCIATES CLIENT TAX ORGANIZER TAX YEAR 2018
1. PERSONAL INFORMATION: WHITE & ASSOCIATES CLIENT TAX ORGANIZER TAX YEAR 2018 SS # Date of Birth Occupation Work Phone Taxpayer s Name: Spouse s Name: 911 Address (Physical Address) Mailing Address (where
More information2016 Income Tax Organizer
2016 Income Tax Organizer Tax-Ability Insha (Crystal) Khan (405) 295-5426 taxesokc.com 10404 Major Ave, OKC, OK, 73120 taxhelp@taxesokc.com facebook.com/taxability Part I Your Personal Information Your
More informationTAX 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 informationTax Year Dear Client:
Tax Year 2016 Dear Client: This letter is to confirm our understanding of the terms and objectives of our tax services engagement and to clarify the nature and limitations of the tax services to be provided.
More informationHemminger & 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 informationANDES, ERNST & BLACKMER INCOME TAX E. US 40 Hwy Ste 170 Independence, MO Fax: WEBSITE: aebtax.
ANDES, ERNST & BLACKMER INCOME TAX 19401 E. US 40 Hwy Ste 170 Independence, MO 64055 816-795-9882 Fax: 816-795-9883 WEBSITE: aebtax.com Tax year 2017 We hope you have all had a wonderful summer and Holiday
More information1040 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 informationMONEY MATTERS. Put money back in your pocket with the Earned Income Tax Credit Learn how inside!
MONEY MATTERS Put money back in your pocket with the Earned Income Tax Credit Learn how inside! Citi and our community partners across the country support many of the 26 million Americans that received
More informationIncome 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 informationJulie 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 informationThe Taxstar 5-Minute Tax Questionnaire TAXSPOT TAX CENTER EDITION
The Taxstar 5-Minute Tax Questionnaire TAXSPOT TAX CENTER EDITION Fill Out This Questionnaire Put a question mark in areas you do not understand We will call you for clarification, if needed. Sign and
More informationHickman & Hickman, PLLC 1248 Freiheit Rd, #200, New Braunfels, TX 78130
Hickman & Hickman, PLLC 1248 Freiheit Rd, #200, New Braunfels, TX 78130 This organizer is designed to help clients identify items needed to thoroughly prepare individual income tax returns. Please check
More informationSocial 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 informationIndividual 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 informationCity... 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 information1040 US Miscellaneous Questions
1040 US Miscellaneous Questions Page 8 If any of the following items pertain to you or your spouse for, please check the appropriate box and provide additional information if necessary. YES NO Did your
More informationTax 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 informationTaxpayer Questionnaire
First : Last : Taxpayer Questionnaire PERSONAL INFORMATION Primary Taxpayer M.I.: S.S.N. : Birthdate: Taxpayer's PIN: Home Phone: Work Phone: Cell Phone: Occupation: Dependant on another return? Legally
More informationIncome 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 information2012 Filing Season Opens with Tax Questions and Answers
Media Relations Office Georgia, South Carolina, Mississippi Media Contact: 404.338.7886 For Release: ATL. 2013-15 mark.green@irs.gov Public Contact: 800.829.1040 2012 Filing Season Opens with Tax Questions
More informationSteven R. Perryman, CPA INDIVIDUAL TAX RETURN ENGAGEMENT LETTER
Steven R. Perryman, CPA 1040 - INDIVIDUAL TAX RETURN ENGAGEMENT LETTER This letter is to confirm and specify the terms of our engagement with you and to clarify the nature and extent of the services we
More informationTaxpayer Questionnaire
First : Last : Taxpayer Questionnaire PERSONAL INFORMATION Primary Taxpayer M.I.: S.S.N. : Birthdate: Taxpayer's PIN: Home Phone: Work Phone: Cell Phone: Occupation: Email Address: Dependent on another
More information2017 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 informationMONEY MATTERS. Put money back in your pocket with the Earned Income Tax Credit Learn how inside!
MONEY MATTERS Put money back in your pocket with the Earned Income Tax Credit Learn how inside! Citi and our community partners across the country support many of the 26 million Americans that received
More information2018 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 informationHaving this information in advance will alllow us to serve you in the most efficient and effective manner possible.
660 Patrick Place Brownsburg, IN 46112 317.852.7000 FAX 317.852.7070 1630 West Oak Street Zionsville, IN 46077 317.733.1000 FAX 317.344.0903 Welcome to Storen Financial! E-MAIL storen@storenfinancial.com
More information1040 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 informationBasic 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 informationPersonal Information DATE: Name SSN - ITIN Date of Birth. Taxpayer. Spouse. Dependent 1. Dependent 2. Dependent 3
DATE: Please complete all applicable sections. Also, please provide details and documentation as requested (documents may be provided electronically). The Internal Revenue Service (IRS) matches information
More information2018 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 information1040 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 informationTax Organizer. Please Complete And Bring This Organizer To Your Tax Appointment. Tax Year
Affix Address Label Tax Organizer Tax Year Please Complete And Bring This Organizer To Your Tax Appointment We are pleased to have you joining us this tax season. Thank you for completing your tax organizer,
More information2017 Tax Return Questionnaire
2017 Tax Return Questionnaire Directions: Print and complete this form prior to your consultation. Bring it with you when you come to the office or contact us for email or fax instructions. Preparing this
More informationSteps to Complete your 2013 Tax Return: Step 1:
Steps to Complete your 2013 Tax Return: Step 1: Step 2: Compile all business related income and expenses for 2013. Please list cash expenses on page 6 unless you already gave us ALL cash expense records
More informationAudit Survey of Business Circumstances
Richland County Business Service Center 2020 Hampton Street, Suite 1050 Phone: (803) 576-2287 P.O. Box 192 Fax: (803) 576-2289 Columbia, SC 29202 bsc@rcgov.us http://www.rcgov.us/bsc Audit Survey of Business
More informationPersonal 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 information2018 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 informationIncome 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 informationTHANK YOU for choosing Semmax Tax to prepare and complete your personal tax return for 2018!
THANK YOU for choosing Semmax Tax to prepare and complete your personal tax return for 2018! We appreciate your allowing us to assist you with such an incredibly important and extremely personal task.
More informationMiscellaneous 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 informationPlease 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 information2016 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 informationTax Organizer For 2014 Income Tax Return
Prepared By: Tax Organizer For 2014 Income Tax Return Prepared For: This Tax Organizer can be used to help identify information needed to prepare your 2014 income tax return. Enter your 2014 tax information
More informationCity... 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 information1040 US Client Information 1
Page 1 1040 US Client Information 1 STANLEY J. FIALA P.C. 1921 S ALMA SCHOOL RD STE 103 MESA, AZ 85210-3037 Telephone number: Fax number: E-mail address: 480-831-5140 480-897-9332 info@fialacpa.com Tax
More informationANDES, ERNST & BLACKMER INCOME TAX E. US 40 Hwy Ste 170 Independence, MO Fax: WEBSITE: aebtax.
ANDES, ERNST & BLACKMER INCOME TAX 19401 E. US 40 Hwy Ste 170 Independence, MO 64055 816-795-9882 Fax: 816-795-9883 WEBSITE: aebtax.com December 22, 2014 We hope you have all had a wonderful summer, and
More informationDONALD 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 informationBackground Information
Background Information This information will be used to determine your filing status. If you have recently married, be sure that your spouse has a social security number and, that if her name has been
More information1040 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 informationTAX 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 informationTax 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 informationForm 1040-V. Department of the Treasury. Internal Revenue Service $ 3, Dave Dave Sarah Sarah Terrace Glenview, IL 60001
2006 Form 040-V Department of the Treasury Internal Revenue Service For Privacy Act and Paperwork Reduction Act tice, see separate instructions. DETACH HERE Form 040 (2006) Department of the Treasury Internal
More informationClient 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 informationCHARLES L. LEWIS & ASSOCIATES, CPA, P.C. P. O. BOX 1287, 4323 MUNDY MILL RD, #100, OAKWOOD, GA (770)
CHARLES L. LEWIS & ASSOCIATES, CPA, P.C. P. O. BOX 1287, 4323 MUNDY MILL RD, #100, OAKWOOD, GA 30566-2500 (770) 287-8059 January 4, 2019 Dear Prospective Client, As 2018 ends and the new year begins, it's
More informationDENVER ELDERLY OR DISABLED REFUND PROGRAM INSTRUCTIONS 2017 TAX YEAR
DENVER ELDERLY OR DISABLED REFUND PROGRAM INSTRUCTIONS 2017 TAX YEAR Dear Applicant, Enclosed is your application for the DENVER ELDERLY OR DISABLED REFUND PROGRAM from Denver Human Services (DHS). This
More informationTax Organizer For 2016 Income Tax Return
Tax Organizer For 2016 Income Tax Return This Tax Organizer can be used to help identify the information needed to prepare your 2016 income tax return. While this organizer addresses the more common tax
More informationTax 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 informationANDES, ERNST & BLACKMER INCOME TAX E. US 40 Hwy Ste 170 Independence, MO Fax:
December 10, 2013 ANDES, ERNST & BLACKMER INCOME TAX 19401 E. US 40 Hwy Ste 170 Independence, MO 64055 816-795-9882 Fax: 816-795-9883 We hope you have all had a wonderful summer, and are enjoying this
More informationSouth Lyon Community Schools
South Lyon Community Schools The State Budget 2015-16 SLCS Recommended Budget Performance SLCS Financial Forecast What about SLCS? Millage and Debt The State of the State Governor House Senate R. Budget
More informationTax 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 information2010 Tax Organizer 2010
2010 Tax Organizer 2010 NEW CLIENT(S) YES. Taxpayer First Name: Middle Initial: Suffix: Last Name: Social Security Number: Date of Birth: Occupation: Company/Base: Cell Phone: Home Phone: GENERAL INFORMATION
More informationIncome Tax Guide and Organizer for 2017
Income Tax Guide and Organizer for 2017 Email: rwa@blueriver.net Web site: www.rwataxservice.com phone: 812.586.0420 Before doing the booklet, please print out or read the informational sheet as it has
More informationJOYNER, 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 information2018 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 informationIndividual. 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 informationArizona Form 2012 Property Tax Refund (Credit) Claim 140PTC
Arizona Form 2012 Property Tax Refund (Credit) Claim 140PTC NOTICE: If you are age 70 or over and meet certain tests, you may be able to defer the payment of your property taxes on your home. You should
More information1040 US Tax Organizer
CLIENT INFORMATION First name and initial..... Title/suffix............... Occupation.............. 1=blind.................. Home phone............. Work phone............. Work extension.......... Cell
More information2015 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 informationInto 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 informationTAX ORGANIZER. When you drop off your tax information, please bring your Organizer and any of the following that apply to your tax situation:
TAX ORGANIZER Dear Client, Enclosed is your Tax Organizer for tax year 2018. Your Organizer contains several sections that include common expenses and deductions that many taxpayers overlook. Please review
More informationDONALD A. DEVLIN & ASSOCIATES, PC
DONALD A. DEVLIN & ASSOCIATES, PC CERTIFIED PUBLIC ACCOUNTANT 807 Bay Avenue Somers Point, NJ 08244 (P) 609-926-6400 (F) 609-926-6426 Dear Client: Thank you for choosing Donald A. Devlin & Associates,
More information1040 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 informationThe 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 informationINDIVIDUAL 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 informationSolutions Network Tax Services
Solutions Network Tax Services Fax 877 469 4558 Phone 877 604 6636 ext 3 Information Needed to Prepare U.S. Tax Return Please send copies of W2s, and evidence of foreign income (if any) and any 1099s received.
More information3. Mailing address Apt # City State ZIP code 516 FREMONT ROAD YOUR CITY YS YOUR ZIP CD
Form 13614-C (October 2014) You will need: Tax Information such as Forms W-2, 1099, 1098. Social security cards or ITIN letters for all persons on your tax return. Picture ID (such as valid driver's license)
More information1040 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 informationBeth 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 informationSteven R. Perryman, CPA INDIVIDUAL TAX RETURN ENGAGEMENT LETTER
Steven R. Perryman, CPA 1040 - INDIVIDUAL TAX RETURN ENGAGEMENT LETTER This letter is to confirm and specify the terms of our engagement with you and to clarify the nature and extent of the services we
More informationHappy New Year! We would like to wish you and your family health, happiness and increased prosperity throughout It s also tax time again!!!
Dear Valued Client: Happy New Year! We would like to wish you and your family health, happiness and increased prosperity throughout 2017. It s also tax time again!!! As you may know we are undergoing internal
More informationHOW TO APPLY: Fill out this application Send your completed application (starting with page 3) by mail to:
The THAW/SEMCO Utility Assistance Program is designed to help SEMCO customers with account balance charges related to natural gas service, propane, and/or service line installation fees. To qualify, your
More information1040 US Tax Organizer
1040 US Bogush & Grady, CPA's LLP 48 West Market Street Tax Return Appointment Date: Time: Location: Telephone Rhinebeck, number: NY 12572-1403 Fax number: 8458764911 E-mail address: jgrady@bogushgradycpas.com
More informationTax 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