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Your Tax Organizer
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Letter from Dottie

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IRS Circular 230 Notice: Unless expressly stated otherwise in this transmission, any tax advice contained herein, forwarded with or attached to this message was not and is not intended to be used, nor may it be relied upon or used, by any taxpayer for the purpose of (1) the avoidance of any tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions, or (2) promoting, marketing or recommending to another party any tax transaction or tax-related matters that may be addressed herein.

About the Tax Organizer:

"General Information, pages 1-3," can be used as a check-list to gather tax information in preparation for the tax accounting process. Use the links below.
Self-employed, businesses, rental properties, etc. can use the Organizer pages 1-7. Use the links below.
Please print and fill out the pages which pertain to your situation.
General Information page 1
General Information page 2
General Information page 3
page 1
page 2
page 3
page 4
page 5
page 6
page 7

IN WORD FORMAT: Tax Organizer

IN WORKS FORMAT: Tax Organizer

Please review the sections carefully. The Tax Organizer for the tax year 2012 contains several sections that include common expenses and deductions that many taxpayers overlook. Depending upon your tax bracket, you may save as much as $25 for each $100 in deductible expenses you find in your 2012 records.

To complete the Organizer, print and enter all relevant information in the designated areas on each page. Please add any notes or questions that will help us prepare a complete and accurate return for you and to plan with you how to manage your tax situation in future years.

If you answer ‘Yes’ to any of the General Business and Investment questions, please provide detailed information with your answer.

When you arrive for your appointment, please bring your Organizer and any of the following that apply to your tax situation:

• Last year’s tax return (if not in our possession)
• Original Form(s) W-2
• Schedule(s) K-i from partnerships, S-corporations, estates or trusts
• Information about contributions to a pension or other retirement plan if this is the first year you received income from the plan
• Form(s) 1099 or statements reporting dividend, interest, retirement or other
• Broker statements providing details of capital gains transactions
• Form(s) 1098 and copies of real estate tax bills, etc.
• Legal documents pertaining to the sale or purchase of real property

If you have any questions before your scheduled appointment with us, please email: dottie@taxdot.net or give us a call at 231-533-5533.

Your Tax Organizer