Tax Organizers

 

 

These tax organizers will assist you in collecting and reporting information necessary for us to properly and accurately prepare your income tax return. Please complete the organizer sections as appropriate and include supporting documentation where necessary. This organizer is meant only to be of assistance to you. Except for self-employed business and rental properties. Please feel free to disregard any areas of this organizer where similar documentation is readily available.

 

Click title to download the PDF file:

General Tax Organizer

This file will help you prepare the information for your individual income tax return.

 

General Tax Organizer Questions

This file will help you identify any key areas of interest for your individual income tax return.

 

Business Tax Organizer

This file will help you prepare the information for your business income tax return.

 

Rental Organizer

This file will help you prepare the income tax information for your rental properties.

 

In order to view these forms, you need Adobe Acrobat Reader: 

 


Also, in order to prepare your income tax return, it is necessary to gather the following additional information:

  • Form(s) W-2 (wages, etc.)

  • Form(s) 1099 (interest, dividends, etc.)

  • Schedule(s) K-1 (income/loss from partnerships, S corporations, etc.)

  • Form(s) 1098 (mortgage interest) and property tax statements

  • Dates of purchase and acquisition costs for all stock and mutual fund sales

  • Brokerage statements from stock, bond or other investment transactions

  • Closing statements pertaining to real estate transactions

  • All other supporting documents (schedules, checkbooks, etc.)

  • Any tax notices received from the IRS or other taxing authorities

 

Thank you for your help in the completion of the Tax Organizer!

 

 

 

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Joseph E. Companik, CPA, P.C.  -  Quality Tax and Accounting Services Since 1994.

 

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All tax-related information on this website is provided for general information purposes only

and does not constitute tax advice.  Individual’s specific tax situations vary and in order to

provide specific advice a formal review of all of the relevant information is required.

 

IRS Circular 230 requires disclosure that any tax advice contained herein is not intended, nor can it be used, for the avoidance of any tax penalties the IRS may assess in relation to this matter.
 

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