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Dear client, please use this TAX ORGANIZER to assist you in gathering the information necessary to prepare your individual income tax returns.

The Internal Revenue Service matches information returns/forms with amounts reported on tax returns. A negligence penalty may be assessed when income is underreported or when deductions are overstated. Accordingly, all information returns reflecting amounts reported to the Internal Revenue Service are also mailed/delivered to the taxpayers in an envelope clearly marked “IMPORTANT TAX DOCUMENTS ENCLOSED” and should be submitted with this organizer. Forms such as:

  • W-2 (Wages)
  • Schedules K-1
  • 1095 forms (Healthcare)
  • 1099-R (Retirement)
  • 1099-INT (Interest)
  • 1099-DIV (Dividends) Annual Brokerage Statements
  • 1099-B (Brokerage Sales)
  • 1098 – Mortgage Interest
  • 1099-MISC (Rents, etc)
  • 1099 (any other)
  • 8886, Reportable transactions
  • 1098-T (Education)
  • HUD-1 for Real Estate Sales/Purchases

If you are our new client, please also provide your last year’s tax return.

If an extension of time is required, any tax due must be paid with that extension. Any taxes not paid by the filing deadline may be subject to late payment penalties and interest.

I look forward to providing services to you. Should you have questions regarding any items, please do not hesitate to contact us.

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