Click here to view and print tax organizer
2012 Personal Tax
Organizer.pdf
(
this is a comprehensive tax organizer ... please call
or email to request password to open
)
** New Client data
sheet.pdf ( complete this asap if you are brand
new to us )
Click on the following links to view and print various
worksheets:
1
Rental Property
worksheet.pdf
( do you have rental
property )
2 Filing
Informational Forms
1099 MISC.pdf
( Data collection
worksheet and Form W-9 )
A Self employment
worksheet.pdf
( complete this if you file a schedule C
)
B Vehicle expense worksheet
0-12.pdf ** ( most popular
worksheet for trucks & autos )
C Home Office summary
worksheet.pdf
( if you have
a home offfice and work from home )
D IRA Contribution summary
worksheet.pdf
( a must if you are
making IRA contributions
)
E Health insurnace HSA account
summary.pdf
( if you
have an HSA this is for you )
F
Education Credit worksheet
summary.pdf
( complete this to
maximize your education credit )
G 529 Account summary worksheet 4-12
.pdf (
definately makes for a simplified presentation of 529 plan
account info )
Please
open the following to see completed
samples:
Sample - Various completed
worksheets.pdf
( open this pdf to see examples
of completed forms )
Sample - Check ledger for rental
property.pdf
( your check leddger could look
like this, we can help you )
OUF-1 Unclaimed
Funds Reporting Form.pdf ( due by Nov 1 of each year )
Non-cash contrib
wsh.pdf.pdf
**********