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Tax Organizer

This Tax Organizer is designed to help you gather the tax information needed to prepare your 2016 personal income tax return. To help you complete the Organizer with minimal time and effort, when available, you will find certain information from your 2015 personal income tax return.

Enter 2016 information on the Tax Organizer pages provided. If any information does not apply to you or is incorrect, please draw a line through it or make the necessary corrections.

Download The Tax Organizer Here

Tax Prep Checklist

The Client Questionnaire asks about pertinent tax items necessary for preparing the most accurate tax return possible. Please answer all questions and attach a statement when necessary for additional information not provided in the Client Organizer.

You will also need to provide the following information:
– Forms W-2 for wages, salaries and tips.
– All Forms 1099 for interest, dividends, retirement, miscellaneous income, Social Security, state or local refunds, gambling winnings, etc.
– Brokerage statements showing investment transactions for stocks, bonds, etc.
– Schedule K-1 from partnerships, S corporations, estates and trusts.
– Statements supporting educational expenses, deductions or distributions, including any Forms 1098-T, 1098-E, or 1099-Q.
– All Forms 1095-A, 1095-B, and/or 1095-C related to health care coverage or the Premium Tax Credit.
– Statements supporting deductions for mortgage interest, taxes, and charitable contributions (including any Form 1098-C).
– Copies of closing statements regarding the sale or purchase of real property.
– Legal papers for adoption, divorce, or separation involving custody of your dependent children.
– Any tax notices sent to you by the IRS or other taxing authority.
– A copy of your income tax return from last year, if not prepared by this office.

Filing Regulations

IRS regulations require paid tax preparers who expect to prepare and file 11 or more federal individual or trust tax returns to file them electronically. To comply with this requirement your return will be electronically filed this year. The benefits of e-filing include a secure way to file tax returns and it provides proof of acceptance that the IRS has accepted your return for processing. Contact this office if you prefer your return be filed on paper.

Beware of Email Scams

The IRS does not send out unsolicited emails requesting detailed personal information. Such authentic-looking emails are called “phishing” emails and responding may expose you to identity theft. If you receive such an email from the IRS, send a copy of the email to phishing@irs.gov.

Please do not respond to the email unless the email request you send to the IRS has been verified as legitimate. You may also contact our office regarding any correspondence, written or electronic, that you receive from the IRS.