Confidential 02/15/09 taxpayer organizer

Confidential 02/15/09 page 1 of 4 taxpayer organizer please provide or send all wage and income statements issued to you, your spouse, or your dependents.

Client tax organizer

Client tax organizer please complete this organizer before your appointment. prior year clients should use the proforma organizer provided. 1. personal information

Taxpayer organizer

2007 taxpayer organizer this easy-to-use organizer has been prepared to assist you in collecting information for your 2007 individual income tax return.

Name soc. sec. no. date of birth occupation - client tax organizer ...

Client tax organizer please complete this organizer before your appointment. prior year clients should use the proforma organizer provided. 1. personal information

Personal tax organizer

Personal tax organizer. for the year please complete this t1 organizer before your appointment. please attach all applicable slips, lists, and

Client tax organizer

Tax year client tax organizer tax return appointment: date: time: please complete this organizer before your appointment. include all statements (w-2s, 1099s, etc.)

Individual tax organizer (1040)

Page 1 of 22 i-27 2004 aicpa, inc. page completed individual tax organizer (1040) if we did not prepare your prior year returns, provide a copy of federal and...

2010 1040 us tax organizer

Client information dependents first name and initial.… last name.… title/suffix.… social security number

Tax proforma/organizer 2011

This tax proforma/organizer package was designed to assist you in collecting the information we need for the preparation of your income tax return.

Personal tax return organizer for the year

Personal tax return organizer for the year please complete this t1 organizer before your appointment. 1. personal information name sin date of birth...

2005 tax organizer

F r o m 2005 tax organizer t o i (we) have submitted this information for the sole purpose of preparing my (our) tax return(s). each item can be substantiated by...

Client tax organizer

Clttaxor 9099-1 please complete this questionnaire before your appointment. prior year clients - only fill in changes on sections 1 & 2. 1.

Page 1 organizer 2008 1040 us topical index

Organizer 2008 1040 us topical index series: topical index topic form adoption expenses.… 37 alimony paid

Tax organizer for

Instructions: print out this organizer, then complete it and bring it to our office at your scheduled tax appointment. tax organizer for (year)

2010 1040 us topical index

Topic form adoption expenses.… 37 alimony paid.… 24

2011 tax organizer

Mail/presentation sheet - to taxpayer 100105 05-01-11 f r o m t o this tax organizer has been prepared for your use in gathering the information

Tax organizer -

510-c williamstown rd, sicklerville nj 08081 ph: 856-740-4912 ● fax: 856-740-4914 taxpros{?at?}taxroute.com all your financial information is confidential.

Organizer blank forms

Client information dependents first name and initial.… last name.… title/suffix.… social security number

Page 1 organizer 2006 1040 us topical index

Organizer 2006 1040 us topical index series: topical index topic form adoption expenses.… 37 alimony paid

678-852-8781 (ph) strategic tax & accounting tax organizer ...

Tax organizer- individual income tax return. this tax organizer can be used to help identify the information needed to prepare your income tax return.

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Organizer 2009 1040 us client information 1 series: client information tax return appointment date: telephone number: time: fax number: location: e-mail address:

Cvr 1

Engagement letter for individual income tax preparation with vtax dear client: we appreciate the opportunity to work with you. this letter is to confirm...

Tax return appointment luers & dyer cpas, llp

Organizer 2009 1040 us tax organizer tax organizer client information dependents taxpayer spouse first name and initial.… last name...


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