HEALTH INSURANCE COVERAGE
|
|
|
- Robert Russell
- 5 years ago
- Views:
Transcription
1 CLIENT NAME BASIC INFORMATION - NEW CLIENTS: (Existing clients provide updates) Date of Birth - include for any dependents Social Security # - include for any dependents NEW REQUIREMENT FOR 2017 BY THE IRS: Driver Licence # 9 digit id, state, date issued,expiration date of the license,also requires a 8-10 digit code if a NY license which is located at the bottom of the license - or on the back if issued after a specific date in 2014). ID for the spouse as well if a joint return. If you can, provide copy of the ID (front and back). If you do not have a drivers license provide one of the following: state issued ID card, passport, account statement from financial institution, utility billing statement or credit card billing statement. Mailing Address address Cell Phone Occupation Filing Status (single, married joint, head of household) Copy of Last Year's Tax Return Any changes to Direct Deposit Account from Last Year? Provide last 4 digits of bank account HEALTH INSURANCE COVERAGE Did all Family Member have health insurance last year? Full Year? Partial Year? Did you get insurance through your employer?
2 Provide us with form 1095 (A, B or C) INCOME: W2s or 1099s 1099-SA and 5498-SA for Health Savings Accounts OTHER FORMS OF INCOME OTHER THAN W2, 1099 & IRA DISTRIBUTION Interest & Dividends Unemployment, Social Security HSA 1099 STOCK SALES: Need purchase and sales information; including dates, number of shares, purchase price and sales price GENERAL EXPENSES (UNREIMBURSED): Charitable Donations DOLLAR AMOUNTS - UNREIMBURSED Job search expenses (travel for interviews, suit purchases, resume writing) Prior Year's Tax Preparation Costs Student Loan Interest Electronic purchases (new computer, IPAD, IPHONE, Kindle, GPS, etc) - PLEASE ITEMIZE Computer Supplies (flash drives, ink cartridges, security software, etc) Monthly Internet Cost Monthly Cell Phone Cost (any reimbursement from company?) Journals and periodicals (WSJ, NEWSPAPERS, MAGAZINESl) Books Luncheons and Retirement Parties Educational Costs Networking Events Unreimbursed office supplies Attache case, laptop bag
3 Seminars, trade shows. Office decorations Business Gifts Job related overnight travel - how many nights? Luggage Licensing/certification fees Safety Deposit Box Investment Advisory Fees, IRA fees Certain legal fees Spotify, Hulu, Pandora, Netflix Linkedin Premium Amazon Prime SALESPERSON JOB RELATED EXPENSES (UNREIMBURSED): Travel to clients that is not reimbursed (tolls, cabs, parking, zip car, uber, lyft - or mileage if you use personal auto) If you used your personal auto - Provice Odometer Reading beginning and end of the year, what kind of car did you use, how many were business miles, and are you reimbursed at all by the company? Meals and Entertainment DOLLAR AMOUNTS - UNREIMBURSED HOME OFFICE JOBS - must work almost exclusively from home: Square footage of apartment % dedicated to office Monthly rent Monthly utilities Furniture purchased for office (desk, chairs, filing cabinet) PROPERTY OWNERS: Property Taxes Mortgage Interest Rental income and expenses for rental property
4 DEPENDENT CARE EXPENSES: Name of Provider EIN # Address Amount paid; broken down by child 529 PLAN: Any 529 College Plan Contribution or Distributions? IRA OR ROTH IRA: Any Retirement Account Contribution? If you can think of any other business related expenses itemize them below:
5
HEALTH INSURANCE COVERAGE
CLIENT NAME BASIC INFORMATION - NEW CLIENTS: (Existing clients provide updates) Date of Birth - include for any dependents Social Security # - include for any dependents Driver Licence # 9 digit id, state,
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
CHILD CARE QUESTIONNAIRE Service Code Business Owner s Name: Name of Business: Address of Business:
SK Accounting 2650 Larkspur Ln Ste G Redding, CA 96002 (530)222-8851 Office (530)222-8868 Fax Shannon@skaccounting.net CHILD CARE QUESTIONNAIRE Service Code 624410 Business Owner s Name: Name of Business:
Solutions 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.
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.
2017 Small-Business Tax Prep Checklist
220 S. 4th Street Elkhart, IN 46516 Phone 574-298-1634 or 574-849-0788 2017 Small-Business Tax Prep Checklist If you are using QuickBooks or some other form of accounting software, we will need either
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
Tax 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
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
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
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:
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:
Income 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
PERSONAL INFORMATION & QUESTIONNAIRE 2016 TAX YEAR
PERSONAL INFORMATION & QUESTIONNAIRE 2016 TAX YEAR TAXPAYER Name, Soc Sec Num, Bday, Occupation, CELL PHONE, EMAIL PAGE 1 SPOUSE Name, Soc Sec Num, Bday, Occupation, CELL PHONE, EMAIL HOME FULL ADDRESS:
2016 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
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
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
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
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
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.
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)......
Tax Preparation Checklist - Form 1040
Tax Preparation Checklist - Form 1040 Note: This organizer will help us to better serve you as a client by providing the information we will need in order to prepare your return. I. Personal Information
Please provide us with the following information: If you need more space use pg. 4 or add a page. Date of Birth: SSN: Date of Birth:
1 Please provide us with the following information: If you need more space use pg. 4 or add a page. Personal Information Name: Spouse name: SSN: Date of Birth: SSN: Date of Birth: Address: City:, State:
Atwood Tax Client Organizer Taxpayer Information
Atwood Tax Client Organizer Taxpayer Information First Name: ( ) Initial: ( ) Last Name: ( ) Date of Birth: ( / / ) SSN: ( - - ) Occupation: ( ) Address: ( ) State: ( ) Zip: ( ) City: ( ) Daytime phone:
TEL / FAX / Tax Organizer
TEL 610.250.0862 / FAX 484.626.8990 / www.vta.com 2018 Tax Organizer This organizer is designed to assist you in gathering the information that is needed to prepare your tax returns. All clients are required
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
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
Individual. Tax Organizer
Individual 2017 Tax Organizer We are moving!!! Note our new address Effective February 1, 2018 14300 Cherry Lane Court Suite 111 Laurel, MD 20707 Office: 301.244.0288 Fax: 240.668.3668 Email: Virginia@sankofafinancial.net
INCOME TAX ORGANIZER W. Olympic Boulevard, Suite 400 Los Angeles, CA
INCOME TAX ORGANIZER 2010 11500 W. Olympic Boulevard, Suite 400 Los Angeles, CA 90064-1525 310-444-3041 info@californiarepublic.com WAGES-TAXPAYER (FORM W2) EMPLOYER NAME TAXABLE WAGES (BOX 1) FEDERAL
TAX ORGANIZER for the year ended December 31, 2012 PHONE H W H W. Full name Date of birth Social Security No. Full-time student?
TAX ORGANIZER for the year ended December 31, 2012 2012 Taxpayer Spouse NAME SOC. SEC. # OCCUPATION BIRTHDATE PHONE H W H W EMAIL ADDRESS: ADDRESS MARITAL STATUS AT DECEMBER 31 Please list dependent children
Selena s Accounting Services
. Selena s Accounting Services 2745 High Ridge Blvd, Suite #15 PO Box 79 High Ridge, MO 63049 636-376-5273 selenasaccounting@yahoo.com www.selenasaccounting.com January 3, 2018 Dear Client: I would like
2018 Tax Return Organizer
2018 Tax Return Organizer Name(s): Primary Contact: Phone: Primary Contact Email: Spouse s Email: Spouse Phone: My forms W 2, 1099, K 1, 1095, 1098, 1098 T, etc. have been provided via (Check one): Original
THANK 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.
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
TAX ORGANIZER Page 3
TAX ORGANIZER Page Basic Taxpayer Information Taxpayer Spouse Taxpayer Spouse First Name Initial Last Name Social Security No. Check if Date of Occupation Dependent Presidential Birth Disabled Blind of
Cardinal Accounting & Tax
Cardinal Accounting & Tax 2716 Telegraph Road, Suite 203, St. Louis, MO 63125 314-487-3663 (Fax) 314-487-2515 Please complete the organizer and mail or bring it to our office with all W2 s, 1099 s, Forms
2018 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
Laguna-Business-Services, LLC Fax:
Laguna-Business-Services, LLC. www.lbservices.com 480.967.4702 Fax: 480.753.6755 2017 Income Tax Checklist Please review the following 2017 checklist information. Provide statements or receipts for any
2017 PERSONAL DEDUCTIONS
MEDICAL/DENTAL/VISION/RX Miles traveled for medical expenses (2017 =.17 cents per mile) Medical travel expenses (if required for medical services) Total cost of insurance coverage for the year (do not
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
2015 TAX ORGANIZER 2015
2015 TAX ORGANIZER 2015 New Client(s) General Information Returning Client(s) Taxpayer Spouse First Name First Name Middle Initial Suffix Middle Initial Suffix Last Name Last Name Social Security Number
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
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
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
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
2018 Tax Organizer Personal and Dependent Information
Tax Organizer Personal and Dependent Information Personal Information Name SSN Date of birth Healthcare coverage ALL year Taxpayer Spouse Street address, city, state, and ZIP Occupation Daytime phone Evening
Rental and Royalty Income and Expenses 10
Rental and Royalty Income and Expenses 10 TSJ ]]]]]]]]]]] Type of property ]]] Have you prepared or will you prepare all required Forms 1099? ]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]] 2011 2010 Ownership percentage
Personal 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
Firefighters and Paramedics Checklist
Tax Deductions and Forms Checklist Firefighters and Paramedics Checklist 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
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...
How to Prepare Your Taxes
How to Prepare Your Taxes Along with these notes, you will also need to print a copy of the File Folder Quick Reference page, as well as the Tax Organization Labels. It would be helpful to use a 31 pocket
INCOME 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
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
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
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
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
1040 US Tax Organizer
1040 US Tax Organizer CLIENT INFORMATION First name and initial..... Last name............... Title/suffix............... Social security number... Occupation.............. Date of birth (m/d/y)......
2017 Tax Organizer Personal and Dependent Information
Tax Organizer Personal and Dependent Information Personal Information Name SSN Date of birth Healthcare coverage ALL year Taxpayer Spouse Street address, city, state, and ZIP Occupation Daytime phone Evening
TAX DEDUCTIONS FOR SMALL BUSINESS
TAX DEDUCTIONS FOR SMALL BUSINESS JEAN KRUSE SCORE MENTOR jekcpa@msn.com If you email me, please put SCORE on the subject line ORDINARY & NECESSARY Whether an expense is ordinary and necessary is based
DONALD 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,
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
Law Enforcement Checklist
Tax Deductions and Forms Checklist Law Enforcement Checklist 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 our downloads
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
The 2018 Tax Filing Season!
The 2018 Tax Filing Season! Your tax returns will be prepared from the information on the organizer and any other documents that you provide us and are assigned on a first-in-first-out basis. If you do
2018 TAX ORGANIZER - INDIVIDUAL (1040EZ, 1040A & 1040)
2018 TAX ORGANIZER - INDIVIDUAL (1040EZ, 1040A & 1040) Print this form out and take the necessary time to fill it out. Send this form with copies of your tax documents. This will save you time and money,
Tax Intake Form Intake Pg 1 of 7 (or )
2013-2014 Tax Intake Form Intake Pg 1 of 7 (or ) FILING STATUS Single Married Filing Joint Married Filing Single Head of Household Qualifying Widower ADDRESS Street & Apt. No. City State & Zip County School
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
Checklist NEW CLIENT SSN: ***-**-****
Checklist Page 1 Checklist This check list is provided to help you gather necessary information for us to prepare your 2018 income tax return. Return this list, along with the supporting documentation,
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:
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
2010 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
This 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
PERSONAL INFORMATION (Returning clients please list any changes from last year)
PERSONAL INFORMATION (Returning clients please list any changes from last year) Taxpayer (TP) Name SSN Birth Date Phone No. Occupation Spouse (SP) Name SSN Birth Date Phone No. Occupation Street City State
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 &
Rental and Royalty Income 10
Rental and Royalty Income 10 TSJ ]]]]]]]]]]] Type of property ]]] Have you prepared or will you prepare all required Forms 1099? ]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]] 2015 2014 Ownership percentage if not
INDIVIDUAL INCOME TAX ORGANIZER
PALAZZO & COMPANY EXPAT TAX PROFESSIONALS PO Box 6888, Gulfport, MS 39506 (Standard mail) 13155 Shriners Blvd Ste B, Biloxi, MS 39532 (Express mail) 228-396-8800 or 866-272-9224 (Toll free) 305-768-0483
The Lee Accountancy Group, Inc th Street Oakland, CA
January 22, 2016 The Lee Accountancy Group, Inc. 369 13th Street Oakland, CA 94612-2636 Client, Dear : The Tax Organizer will assist you in collecting and reporting information necessary for us to properly
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,
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
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
Howland Tax Services
Howland Tax Services 2007 Self-Employment Checklist (United States) What is your main product or service? Name of business Business address Fiscal year end (usually Dec. 31) Do you use the Cash or Accrual
CHECKLIST OF ITEMS THAT MAY AFFECT YOUR 2017 TAX RETURN
CHECKLIST OF ITEMS THAT MAY AFFECT YOUR 2017 TAX RETURN 2017 Tax Year Key individual return provisions that EXPIRED in 2017: Exclusion of cancelled qualified principal residence mortgage debt Non-Business
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
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
INCOME TAX CHECKLIST TAXPAYER SSN NAME BIRTHDATE OCCUPATION SPOUSE SSN NAME BIRTHDATE OCCUPATION ADDRESS CITY STATE ZIP CODE
INCOME TAX CHECKLIST All last names must match the name listed on the Social Security Card. TAXPAYER SSN NAME BIRTHDATE OCCUPATION SPOUSE SSN NAME BIRTHDATE OCCUPATION ADDRESS CITY STATE ZIP CODE TELEPHONE
GENERAL INFORMATION CLIENT # PARTNER S NAME. NAME: (last) (first) (middle) NAME: (last) (first) (middle) RESIDENTIAL ADDRESS: APT# CITY & STATE: ZIP
GENERAL INFORMATION Office Use Only: CLIENT # PARTNER S NAME NAME: (last) (first) (middle) SPOUSE S NAME: (last) (first) (middle) RESIDENTIAL ADDRESS: APT# CITY & STATE: ZIP_ HOME PHONE#: ( ) - E-MAIL
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
Howland Tax Services International
Howland Tax Services International 2010 Self-Employment Checklist (United States) Identification What is your main product or service? Name of business Business address Fiscal year end (usually Dec. 31)
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
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
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
PURE ROMANCE TAX ORGANIZER
PURE ROMANCE TAX ORGANIZER This tax organizer has been developed to assist you in collecting and summarizing the information needed for your Pure Romance business. The following pages contain many of the
TAX ORGANIZER. If you answer 'Yes' to any of the General Business and Investment questions, please provide detailed information with your answer.
TAX ORGANIZER Dear Valued 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
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
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
TAX DEDUCTIONS FOR SMALL BUSINESS
TAX DEDUCTIONS FOR SMALL BUSINESS Bob Wangsness SCORE MENTOR bwangsness@hotmail.com If you email me, please put SCORE on the subject line (Many thanks to Jean Kruse for original composition of majority
Checklist NEW CLIENT SSN: ***-**-****
Checklist Page 1 Checklist This check list is provided to help you gather necessary information for us to prepare your 2018 income tax return. Return this list, along with the supporting documentation,
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
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
Name Social Security No. Birth Date. Name SSN Relation- Birth 2013 Gross *Full-Time (required) ship date Income Student
Tax Data Questionnaire 2013 The Stewardship Services Foundation (661) 362-2TAX (362-2829) Check here if this is the first year we have prepared your return. Name Social Security No. Birth Date Name of