Tax Organizer

Enclosed is your 2015 Tax Organizer which we will use in preparing your 2015 tax return(s). It summarizes your 2014 tax information and provides space for you to enter your 2015 data. As you receive your 2015 tax documents, please collect them and keep them with this organizer. These documents include such items as your W-2s, Form 1099s, K-1s, brokerage statements, etc. Your check register may also include pertinent information.
Complete only those schedules that apply to you. If you have already prepared other schedules for the necessary information, refer to them in the organizer and enclose them for our use. A fully completed organizer lessens the likelihood of omissions from your tax return.  Taxpayers are required to maintain all the documents that form the basis of income, deductions, credits and payments shown on the return. In addition, some items have specific substantiation requirements set forth by the IRS (e.g. auto, meals & entertainment, and charitable contributions over $250, etc.). If you have any questions as to the type of records required, please ask us for advice in that regard. Your signature on this letter confirms that I advised you of the record keeping requirements.

 

Tax Organizer

Click here to open our Tax Organizer