- Bank Interest Statements
- Mortgage Interest Statements - 1098's
- Bank account information for direct deposit
- Brokerage Statements
- Social Security Statements
- Tuition Fees (1099-T)
- Business Income & Expenses
- Rental Income & Expenses
- Charitable Contributions
- Business use of Home Worksheet
- Vehicle and Employee Business Expenses
INCOME TAX ORGANIZERS
***If we have prepared your tax return previously, please call or email us and we will send you a personal organizer. Your personal organizer has your prior year information (for easy comparison), your appointment, and everything specific to your tax situation.
The following "write in" organizer forms will show you the information needed to prepare your income tax return and help to organize your tax information. If you have the full version of Adobe you will be able to type in your information.
You will need Adobe Reader to access the following files, if you do not have Adobe you may download it for free here.
Each of these organizers are specific to a tax form or situation.
- If you have not seen us before or have a new member in your family please fill out this form. Client General Information
- This Questionnaire should be completed by everyone.
- If you itemize your deductions (medical expenses, mortgage interest, property taxes, charitable contributions and more) this form will assist you in gathering all your allowable deductions. Itemized Deduction Information
- If you have sold stocks or a home this sheet will help you gather the pertinent information for us to calculate your gains or losses
- This form will help you break down your child care expenses by dependent and organization providing care
- If you have a home office this form will help you gather the information needed for us to calculate your deduction
- Rental Income & Expense Worksheet to break down your expenses
- If you have your own Self Employment business this form helps you break out your income and expenses
- This form will assist in gathering your Higher Education Expenses
- If you have a Farm, Grove, Vineyard or raise Miniature Donkeys you will need to fill in this info
- If you have any non cash charitable donations over $500.00 fill this in