Happy New Year! We would like to wish you and your family health, happiness and increased prosperity throughout It s also tax time again!!!
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- Valentine Lindsey
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1 Dear Valued Client: Happy New Year! We would like to wish you and your family health, happiness and increased prosperity throughout It s also tax time again!!! As you may know we are undergoing internal and external renovations. Exciting!!! In this process we kindly appreciate your patience and will continue to offer our prestige services as we have since Please disregard any financial institutions such as H&R Block, Jackson Hewitt, Tax Services R US, etc... With efforts to gain your business while we gear up for 2017 we will continue to earn your business same as always! Including same phone number, same fax, same , same website, same improving GF!!! Many of you may have received your W 2 s by now, but if not... NO PROBLEM. If you do not receive your W 2 s by January 31, 2017, please retain your last paycheck stub issued in 2016 to expedite the filing process. Please review checklist and fill out the forms included to assist you in gathering tax sensitive information. Otherwise, I look forward to hearing from you sometime this tax season. As you know, helping those with prior/present tax issues is our specialty, so please pass along our business information so that friends, family and associates may benefit from our reliable services. We will continue to show our appreciation by compensating you for your referral business. Many blessings in the coming year!! Sincerely, GF Team Midway Rd., Suite120,Addison, TX (866) toll free phone fax contactus@griggsfinancial.com
2 Phone: Alt Phone: Toll Free: Midway Rd., Suite 120 Addison, TX Personal Information Fax: Alt. Fax: Are you currently active duty military? YES NO Are you currently serving as military reservist? YES NO Please circle one: Can Be Claimed Single Head of Houshold Married Married Filing Separetly Qualifiying Widow/Widower Name Soc. Sec. No. or ITIN No. Date of Birth Cell Phone TAXPAYER Occupation DL. Num. State DL. Issue Date DL. Exp Date MAILING ADDRESS (NO P.O. Box) City, State, Zip Code, County If married filing separately, spouse's information must be provided Name Soc. Sec. No. or ITIN No. Date of Birth Cell Phone SPOUSE Occupation 2. Dependents (Children & Others) DL. Num. State DL. Issue Date DL. Exp Date Name (First, Last) Relationship (son, step child,parent,etc) Social Security No. or ITIN No. Date of Birth Full Time College Student Health Insurance YES/NO 3. Health Insurance Do you have health Insurance in 2016? YES NO If NO, please initial here (spouse) At any time during the tax year did you have health insurance through the MARKETPLACE, even for 1 month: YES If you had insurance but were NOT covered the entire year, please circle the month of coverage NO JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC Referred By: (Applies only if you are a NEW CLIENT) Please answer the following questions to determine maximum deductions 1 Did you have any side jobs, odd jobs, hobbies and/or additional income during the No year, regardless if you were compensated or not? Did you receive any MISC's forms? Please elaborate: 2 Did you go through bankruptcy proceedings? No If so, year and type (2A.) Are you planning on or in the process of filing bankruptcy? No 3 Did you have any unreimbursed employee expenses? No
3 Phone: Alt Phone: Toll Free: Midway Rd., Suite 120 Addison, TX Fax: Alt. Fax: Did you have major expenses (medical, home, property damage)? No 5 Have you made any withdrawwals from your 401K, IRA or any retirement plan? No If YES, please indicate reason for early withdrawl) 6 Are you a Home Owner? No 7 Are you in the process or do you plan on buying or refinancing a home within the No next 1-3 years? 8 Are you in the process or plan on applying for any type of Financial Loan? No Purpose of loan 9 Do you OWE the IRS, levies, student loans, child support, other financial No institution,etc.? If so, please indicate amount owed & to whom; 9b. Do owe another tax companyand or any refinanced loans, etc.? No 10 Did you receive Disability Payments or unemployment Compensation? 11 What was your 2015 AGI (Adjusted Gross income) or PIN# ( Applies only if you are a NEW CLIENT) Taxpayer AGI Spouse AGI or PIN# or PIN#. Disclaimer By the signature(s) below, I acknowledge the information enclosed in this client information sheet is correct and includes all income, deductions, other information necessary for my express consent to have. Services (Preparer) assist in submitting my 2016 federal and state income tax return. I understand that Preparer "cannot guarantee" the amount, date or receipt of my refund once in the hands of the appropriate taxing authority. I understand that Preparer does not audit my return. I further understand that any refund due to me may be reduced or consumed by any claimed or existing indebtedness I may have to the Internal Revenue Services (IRS) or other collecting authorities. I authorize Preparer to assist and submit my return based solely upon the information that I provide and I certify that all the information provided to Preparer is accurate to the best of my belief. In addition to fees rendered to Preparer consulting, assisting, providing audit assistance, plan options; I the acknowledge and consent to various use of online software, tax forms, publications, and any other outsource that I and Preparer find necessary. Taxpayer Date Spouse Please list below other individuals that we can assist with their tax preparation and YOU can earn extra cash this Summer!!, anyone YOU refer and has their tax preparation done with. will earn YOU extra cash. Don't miss out!!!!! Date Name: Name: Name: Phone/ Phone/ Phone/
4 Income Summary TaxPayer: Social Security: Please fill out and initial every form you are providing us with to file your 2016 Tax Return. All W-2 Information Company Name Employer ID Year Box 1 Box 2 Box 18 Box 19 Initial All 1099 Information Company Name Employer ID Year Box 3 Box 4 Box 18 Box 19 Initial All Additional Income Company Name Employer ID Year Annual Income Initial 1 2 Verified By: Date: Prepared by Griggs Financial [Date] Page 1
5 Tax Preparation Checklist Tax Preparation for Personal Information The IRS needs to know who is filing the tax return, as well as how many people are covered on it. To make this easy, they require: Your Social Security number Your spouse s Social Security number (if married) Social Security numbers for any dependents Tax Preparation for Income Information The following documents will help you prepare all the income information that you need to file a federal tax return: W 2 Forms from all employers you (and your spouse, if filing a joint return) worked for during the past tax year Forms if you (or your spouse) completed contract work and earned more than $600. Investment income information (including: interest income, dividend income, proceeds from the sale of bonds or stocks, and income from foreign investments). Income from local and state tax refunds from the prior year. Business income (accounting records for any business that you own) Unemployment income Rental property income Social Security benefits Miscellaneous income (including: jury duty, lottery and gambling winnings, Form 1099 MISC for prizes and awards, and Form 1099 MSA for distributions from medical savings accounts) Tax Preparation for Income Adjustments The following adjustments can help reduce how much you owe in taxes, and in turn, increase your chance of receiving a tax refund: Homebuyer tax credit Green energy credits IRA contributions Mortgage interest Student loan interest Medical Savings Account (MSA) contributions Self employed health insurance Moving expenses Midway Road Phone: Fax: Suite 120 Alt. Phone: Alt. Fax: Addison, Texas Toll Free: Alt Fax: Website: contactus@griggsfinancial.com
6 Tax Preparation for Credits and Deductions There are many tax credits and tax deductions for various expenses, which are designed to help lower the amount of tax that an individual has to pay: Education costs Childcare costs Adoption costs Charitable contributions/donations Casualty and theft losses Qualified business expenses Medical expenses Job and moving expenses Tax Preparation for Direct Deposit Are you interested in having your tax refund directly deposited into your bank account? If so, you will need to provide two things: Your bank account number The bank s routing number Midway Road Phone: Fax: Suite 120 Alt. Phone: Alt. Fax: Addison, Texas Toll Free: Alt Fax: Website: contactus@griggsfinancial.com
7 Personal Living Expenses Use this worksheet to calculate your monthly or annual expenses Tax Year Average Monthly or Annual Personal Livingxd3 Expenses Item: Cost or Aannual Household Rent (Not Mortgage) Utilities Water & Sewer Gas/Electric Waste Disposal Phone Cable Internet Home Maintenance Security System Lawn Maintenance Home Improvements Pool Maintenance Pest Control Automobile Gas and Oil Repairs License Fee Parking and Tolls Cleaning Car Rental Car Payment Clothing Uniforms Specific Work Attire Dry Cleaning Safety Equipment Repair Child Expenses Daycare/Babysitter Tuition/School Books Entertainment Travel Meals Hobbies
8 Personal Living Expenses Food Groceries Lunch Contributions Church Tithes Donation other than cash Donation other than cash valued over $500 Please provide receipt(s) Household Items Please provide receipt(s) Medical/Dental Expenses Out of Pocket Deductibles Insurance Premiums Prescribed Medicines Doctor's Visit Mileage Insurance Premiums Life Medical Auto Disability Home Owners Mortgage (MIP) Taxes Property (Residence(s)) Real Estate Other Interest Mortgage Interest Student Loan Miscellaneous Job dues Periodicals Job Related Education Job Related Relocation Reservist Travel Expenses Alimony Payment Other: TOTAL $ - $ -
9 14665 Midway Road Suite 120 Addison, TX Self-Employed Business Expenses Tax Year Use this worksheet to calculate your monthly or annual expenses Average Monthly or Annual Overhead Expenses Item: Rent or Mortgage Payment Utilities Phone Lines (Landline, Cell, FAX, Internet) Phone Charges (Tollfree, Long dx, Voice Mail, Cell, Pager) Repair and Maintenance Payroll (Taxes, Payroll Services, etc.) Benefits (Health Insurance, Retirement, etc.) Independent Contractors Equipment (Lease/Purchase, Maint., Repairs, Depreciation) Office Supplies Postage and Delivery Janitorial Licenses and Permits Legal Fees Accounting and Other Professional Fees Insurance (Workers Compensation, Liability, etc.) Parking Fees and Tolls Business Insurance Bank Charges Credit Card Processing Fees Loan Repayment (Principal and Interest) Bad Debt/Collection Fees Business Travel, Meals and Entertainment Vehicle Expense Dues and Subscriptions Marketing and Advertisement Business Related Education Expense Cost Automobile Expenses (If you deduct expenses you cannot deduct mileage.) Please include so we may determine the best deduction. Gasoline and Oil Repair and Maintenance Car Wash Auto Insurance Registration Loan Interest (If you deduct miles you cannot deduct actual expense.) Please include so we may determine the best deduction. Odometer Reading as of January 1st Odometer Reading as of December 31st Total Miles Driven Business Miles During this Period Vehicle Year Make Model Is the Vehicle a Purchase or a Lease (Check One Please) Miscellaneous TOTAL $ -
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Gerald Hersh EA Page 1 800 Main St Amherst MA 01002 Tel: (413) 256-1663 Fax: (413) 256-1665 Email: gerrystaxhelp@aol.com website: www.amhersttaxpreparation.com ORGANIZER FOR 2018 TAXES Name Social Security
More informationTax Deductions and Forms Checklist This Checklist Covers Most Jobs
Tax Deductions and Forms Checklist This Checklist Covers Most Jobs Revised April 30, 2017 This is a list of items that you need when you come to see us for your tax return. We have additional forms on
More informationDSA. Please provide the following original documents in addition to the completed organizer: W-2 Forms Tax Notices
DSA Dempsey Scheiman & Associates Certified Public Accountants Certified Financial Planners 5579 Pearl Road, Suite 200 Cleveland, Ohio 44129 Phone (440) 885-0100 Fax (440) 885-0221 E-mail dempseyscheiman@dsa-cpa.com
More informationPERSONAL 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 informationINCOME DEDUCTIONS/CREDITS OTHER IMPORTANT ITEMS. W-2s 1099s:
INCOME W-2s 1099s: 1099-R (Retirement Distributions) 1099-INT (Interest Income) 1099-DIV (Dividend and Capital Gain Income) 1099-B (Stock Proceeds) - Please check to see if all sales have corresponding
More informationCHECKLIST OF ITEMS THAT MAY AFFECT YOUR 2018 TAX RETURN
CHECKLIST OF ITEMS THAT MAY AFFECT YOUR 2018 TAX RETURN 2018 Tax Year Key Individual Return Changes (2017 Tax Cuts & Jobs Act) Tax Brackets widened and generally reduced Standard deduction doubled Personal
More informationNOTE: 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 informationClient 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 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 information2018 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 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 informationMYSLAJEK KEMP & SPENCER, LTD. 2. Open the file that you saved to your desktop with Adobe Acrobat.
M K S MYSLAJEK KEMP & SPENCER, LTD. CERTIFIED PUBLIC ACCOUNTANTS & CONSULTANTS Dear Valued Client, Thank you for allowing Myslajek Kemp & Spencer, Ltd. the opportunity to prepare your 2017 income tax returns.
More informationAllen L. Kockler Company 2018 Tax Organizer
Client Information: Returning Client New Client If a new client, please bring a copy of your 2017 tax return 2017 Preparer Allen Kockler Jon Augustus Mark Moore Taxpayer Name Spouse Name Taxpayer DOB Spouse
More information2018 TAX PREPARATION AGREEMENT
2018 TAX PREPARATION PACKAGE Michael Turner, CPA/CF PO. Box 1807, Wimberley, TX 78676 Mike@miketurnercpa.com PHONE 512-757-4500 MikeTurnerCPA.com 2018 TAX PREPARATION AGREEMENT Date Taxpayer Name Spouse's
More informationSUZEORMAN.COM. Exercise: My Monthly Expenses. Instructions:
Exercise: My Monthly Expenses Instructions: 1. Go through your records and receipts for the last complete calendar year. This includes all checks, all credit-card charges, and all ATM withdrawals and cash
More informationMELUCCI, 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 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 informationName Social Security#: Spouse: Social Security#: Address: City/State: Zip: Alternate mailing address: Home Phone: ( ) Work Phone: ( ) Cell: ( )
DEBTOR QUESTIONNAIRE You may print this out and bring it with you to the appointment. Please Answer these questions to the best of your information and belief. Short and general answers are sufficient.
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 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 informationWe 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 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 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 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 informationINDIVIDUAL 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)
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