Untitled Document

America's | Business | Manager

TAX ORGANIZER

Please complete this Organizer before your appointment. Prior year clients should use the proforma Organizer provided.

1. Personal Information

Taxpayer

Spouse

Marital Status

Blind

Yes No

Married
Single
Widow(er), Date of Spouse's Death

Will file jointly Yes No

Disabled

Yes No

Pres. Campaign Fund

Yes No

2. Dependents (Children & Others)

Please Provide for your appointment

- Last year's tax return (new clients only)

- All Statement (W-2s, 1099s, etc)

- Name and address label (from government booklet or card)

Please answer the following questions

1. Are you self-employed or do you received hobby income?	Yes No	9. Were there any births, deaths, marriage, divorces or adoptions in your immediately family?	Yes No
2. Did you receive income from raising animals or crops?	Yes No	10. Did you give a gift of more than $11,000 to one or more people?	Yes No
3. Did you receive rent from real estate or other property?	Yes No	11. Did you go through bankruptcy proceedings?	Yes No
4. Did you receive income from gravel, timber, minerals, oil, gas, copyrights, patents?	Yes No	12. (a) If you paid rent, how much did you pay? (b) Was heat included?	Yes No
5. Did you withdraw or write checks from a mutual fund?	Yes No	13. Did you pay interest on a student loan for yourself, your spouse, or your dependent during the year?	Yes No
6. Do you have a foreign bank account, trust or business?	Yes No	14. Did you expenses for yourself, your spouse, or your dependent to attend class beyond high school?	Yes No
7. Do you provide a home for or help support anyone not listed in Section 2 above?	Yes No
8. Did you receive any correspondence from the IRS or State Department of Taxation?	Yes No