Tax organizer (Long form)
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New Client(s)?
Taxpayer
First Name Middle Initial Last name Suffix Social Security Number
Date of Birth -- mm/dd/yy Occupation Company/Base Cell Phone
Home Phone Email *important for file status updates/general communications
Spouse
Home Phone Email *no personal information will be sold or shared
Filing Address (for IRS residency purposes): Several factors must be considered in determining your state of residency, however, no single item (drivers lic., voter registration, bank account state, etc.) will make you a resident.
Street Address Address (cont.) City
State/Province Zip/Postal Code Country Home Phone
Mailing address (if DIFFERENT than above for mailing of tax return and invoice, otherwise leave blank)
State/Province Zip/Postal Code Country
Dependants
List information for each dependant separately
Dependant 1
Full Name SSN DOB -- mm/dd/yy Relationship Full time student Disabled
Dependant 2
Dependant 3
Dependant 4
Filing Status
Single Married Filing Jointly Married Filing Separately Head of Household
Estimated/Quarterly tax payments for 2008
$ Sent directly by you to the IRS during the year
Life Events (Check all that apply for 2008)
Marriage Divorce/Separation Birth/Adoption Bought home (important for tax credits) Retro Check Retirement (IRA, 401k) withdrawals
Sold Stocks Own rental property Moved (more than 50 miles) Started or operated a business Education/College expenses
Participated in a Student Saving Plan
Wages - Please fill out our "W2 online form" or send us a copy of your W2
Investment Income - Please fill out our "1099 INT and/or 1099 DIV online form(s)" or send us a copies of your 1099 INT and/or 1099 DIV
Sale of Stocks (All detailed information is required; year end brokerage statements may not show purchase information. Enclose 1099-B and/or 1099 consolidated forms.)
Transaction 1
Stock & Qty. Sold Date Acquired -- mm/dd/yy Purchase Price Date Sold -- mm/dd/yy
Sell Price Cost to Buy/Sell
Transaction 2
Transaction 3
Transaction 4
Business Income: Please fill out or send us a copy of your 1099-MISC and attach schedule “C” (available on our web site) with preliminary notes for us to work with. We will contact you for further information and details of your business expenses.
Rental Property: Please fill out or send us a copy of your Schedule “E” (available on our web site) with preliminary notes for us to work with. We will contact you for further information.
Retirement Plan Income: Please fill out or send us a copy of your form 1099-R
State and/or Local refund received for 2008: Please provide 1099-G
Check if itemized last year
Social Security Benefits Received in 2008: Please provide form SSA-1099 or RRB-1099
Alimony Received: Taxpayer $ Spouse $
Unemployment Compensation: Please provide 1099G
Gambling Winnings: Please provide form W2-G if received or write the amount received. $
IRA Contributions: Taxpayer $ Traditional Roth | Spouse $ Traditional Roth
Student Loan Interest Paid Deduction: Taxpayer $ Spouse $ Please provide 1098E if available
Tuition Fees:
Name of tax payer or dependent enrolled in degree program Amount $ Year of degree program Qualify for Hope
Alimony Paid: $ Recipient's SSN:
Medical Savings Account: $ Coverage is for: Self only Family
Itemized Deductions
Moving Expenses: Must be at least 50 miles closer to your job/base. Include expenses like truck rental, hotel, laborers, supplies (boxes, tape, etc.). Even if you used your own car you can still write off the mileage/gas, etc.
Date of move (Can be previous year move from 2006 if it was not written off in 2008 taxes) -- mm/dd/yy
Miles from old home to job Miles from new home to job Transportation and Storage $ Travel and Lodging $
Supplies $ Notes
Medical Expenses (must exceed 7.5% of your income)
Insurance Premiums Deductibles Paid Prescription Medicine Doctors/Dentist/Hospital Fees
Optometry/Eye Wear Medical Equipment Other
Sales Tax
Include anything you paid sales tax on like cars, electronics, furniture, clothing, house wares, etc., basically anything you paid tax on. We can also deduct a preset amount based on your income. However, the actual amount you paid may be higher, especially if you bought expensive items. For taxpayers in states with income tax, we will write off either your state income tax or the sales tax (whichever is higher).
Sales tax paid $ Sales tax paid on a vehicle purchase $ (This amount can be added to the preset amount)
Home Ownership *Please fill out our "1098 online form" or send us a copy of your 1098
Property Taxes $ Mortgage Interest $ Points Paid
* Do not include Rental Property information. 1098 and Property taxes along with anything pertaining to the rental should go on a Schedule E *
Charity
Cash Contributions (Church, etc.) $
Charity Taxpayers must now keep a record of cash contributions of any amount. Examples are canceled checks, a bank copy of a cancelled check, a bank statement containing the name of the charity with date and amount, or a receipt from the charity with date and amount of contribution.
Non Cash (Detail here or on notes section and we'll help with value, receipt needed over $500)
Other Taxes
State income taxes "not on W2" Yearly Automobile/RV/Boat taxes Investment Interest taxes
Casualty/Theft Loss/Floods (Explain – lists costs, FMV, and if job related) Include events not fully reimbursed by insurance. Explain: lists costs, Fair Market Value, and if job related.
State Tax Information (N/A in TX, FL, TN, WA, AK, NV, WY) note - not all information applicable in all states)
California Renters Credit - Landlord Information
Name Address City, Zip Phone
Notes related to state taxes
NJ,NY,OH,IN,MA,MI,MN,PA,VA
Rents Paid (N/A for OH) County Municipality School District
Notes
Employee Related Itemized Expenses
Automobile Expenses (N/A for commute to or from work by car, only for non-commuting for example:Work meetings, training, etc.)
Vehicle - Make/Model/Year Date in Service Total Miles Driven During Year Business Related Miles
Average Round Trip Distance to Work If Leased, list payment, yearly costs Tolls, parking, taxis, etc
Overnight Travel Expenses
Travel Costs for commuters (airlines, trains, parking, etc.) Lodging Auto Rentals, Taxis, etc.
Incidental Expenses (overnights) Tips (hotel vans, shoe shines, etc) Commuter Passes
Other Travel Costs (cabs, buses, etc.) ATM Fees, currency exchange fees
Employee Expenses
Non taxable per diem If not On W2, Box 12, Code L, then please submit your last pay stub of the year for us to obtain YTD information.
Meals & Entertainment (Only applicable if we do not compute your per diem) Percentage of Domestic vs. International trips
Computer Equipment/Software $ Month computer purchased Flight gear, luggage, Passport Union/Professional Dues
Trade Subscriptions/Magazines Uniforms & Protective Clothing Uniform upkeep (cleaning & alterations)
Education to maintain skills Office supplies & equipment Internet Fees
Cell phones, PDA (purchase/monthly fee) Special tools & Equip. (Jepp binders, sunglasses, headset) Job Search costs
Legal investing or accounting fees Flight Physical Exam
Tax Preparation fees (2006-new client)
Other expense notes. List any other expenses like ID replacements, wings, alarm clock, travel hair dryer, bid service, answering machine, calling cards. Training out of base expenses, etc.
Gambling losses (only if claiming winnings) Taxpayer Spouse
Day Care Costs Cost (Yr.) $ Provider Tax ID#
Address City State Zip
Did you make any Energy Savings Home Improvements to your main home? $ Describe:
Special Notes
Direct Deposit Information: Free (you can use the Direct Deposit option without filing electronically)
Bank Name Routing Number (numbers on bottom of check, other than account & check number)
Account Number Account Type Checking Savings
If you file electronically we will complete IRS Form 8453 (Elec. Filing Authorization) and mail it to you with a self addressed envelope for with a paper copy mailing to the IRS. A copy will be included with your tax return.
Referral Program
Referred by:
