Dear Client:

It’s tax season once again and for the past several years it has been our procedure to print a complete tax organizer for all of our current clients. In an effort to be more efficient and to cut down on paper waste, we are suppressing the complete printing for much of our clientele who prefer just to supply hard copy documentation only. Please contact us if you would like to receive a custom printable pdf with pre-printed prior year data if we prepared your 2020 tax return. The entire blank 2021 Tax Organizer and questionnaire is also available on our website for you to select just the pages you need. Again, please note that filling in an organizer is strictly at your option. However, it may help you organize, collect and summarize your infonnation, and it has been our experience that it helps prevent omissions and allows us to focus attention on your individual requirements.

Please provide us with the following information and attach supporting documentation where necessary:

• Copies of all compensation and pension distribution reports
• W-2(s), 1099(s), etc.
• Form(s) SSA 1099 for Social Security benefits distributions
• Form(s) 1099 (interest, dividends, etc.) and Form(s) 1099-B from Brokerage Accounts
• Schedule(s) K-l (income/loss from partnerships, S corporations, etc.)
• Form 1095-A, B, or C Health Insurance Coverage
• Form(s) 1098 (mortgage interest) and real estate property tax statements
• Closing statements pertaining to real estate transactions (HUD forms)
• Form(s) 1098-E for studenl loan interest, Form(s) 1098-T for tuition payments
• All information regarding educational expenses and fees, scholarships, books, etc.
• Form(s) 1099-K (Merchant Card and Third Party Network Payments)
• Purchase agreements, leases, and finance paperwork for all capital equipment, vehicles, etc.
• All other relevant supporting documents (schedules, bank registers, medical, charitable, etc.)
• Any tax notices received from the IRS or other taxing authorities

After gathering your tax documents. call the office or e-mail us to arrange for an appointment. We will be accepting appointment dates beginning Monday, January 31, 2022. Please bring all of your documentation, the engagement letter, and this organizer package along with you even if you choose not to fill in any information. Please plan to supply all infonnation to us by Friday, March 25, 2022.

Thanks very much in advance for your business and we look forward to serving you, Please feel free to call or e-mail if any questions should arise or if you need further assistance.

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Dear Client:

It’s tax time again! The enclosed 2020 Tax Organizer will assist you in collecting and reporting information necessary for us to properly prepare your 2020 income tax return. If we prepared a 2019 return for you, your
prior year data has been pre-printed to assist you as a guide. Again, please note that filling in the income tax organizer is strictly at your option. However, it may help you organize, collect and summarize your information, and it has been our experience that it helps prevent omissions and allows us to focus attention on your individual requirements. We would ask that you assist us by answering the set of questions, and
verify that we have accurate information on the client and the dependent information pages.

Please provide us with the following information and attach supporting documentation where necessary:

• Copies of all compensation and pension distribution reports – W-2(s), I 099-Misc(s), I 099-R(s), etc.
• Form(s) SSA I 099 for Social Security benefits distributions
• Form(s) I 099 (interest, dividends, etc.) and Form(s) l 099-B from Brokerage Accounts
• Schedule(s) K-1 (income/loss from partnerships, S corporations, etc.)
• Form 1095-A, B, or C Health Insurance Coverage
• Form(s) I 098 (mortgage interest) and real estate property tax statements
• Closing statements pe1taining to real estate transactions (HUD forms)
• Form(s) I 098-E for student loan interest, Form(s) I 098-T for tuition payments
• All information regarding educational expenses and fees, scholarships, books, etc.
• Form(s) I 099-K (Merchant Card and Third Party Network Payments)
• Purchase agreements, leases, and finance paperwork for all capital equipment and vehicle acquisitions
• All other relevant supporting documents (schedules, checkbook registers, medical, charitable, etc.)
• Any tax notices received from the IRS or other taxing authorities

After gathering your tax documents, call the office or e-mail us to arrange for an appointment. We will be accepting appointment dates beginning Monday, February 1, 2021. Please bring all of your documentation,
the engagement letter, and this organizer package along with you even if you choose not to fill in any information. In order to expedite the completion of your return by the April 15th filing deadline, plan to
supply all information to us by Friday, March 26, 2021.

Thanks very much in advance for your business and we look forward to serving you. Please feel free to call or e-mail if any questions should arise or if you need further assistance.

Sincerely,
Roger E. Coyner
Certified Public Accountant

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Dear Client:

It’s tax season once again and for the past several years it has been our procedure to print a complete tax organizer for all of our current clients. In an effort to be more efficient and to cut down on paper waste, we are suppressing the entire printing for many of our current clientele who preferred just to supply hard copy documentation only. Please contact us if you would like to receive an email with a custom printable pdf or Dropbox copy with your pre-printed prior year data if we prepared your 2018 tax return. The entire blank 2019 Tax Organizer and questionnaire is also available on our website for you to select just the pages you need. Again, please note that filling in an organizer is strictly at your option. However, it may help you organize, collect and summarize your information, and it has been our experience that it helps prevent omissions and allows us to focus attention on your individual requirements.

Please provide us with the following information and attach supporting documentation where necessary:

•  Copies of all compensation and pension distribution reports – W-2(s), 1099-MISC(s), 1099-R(s), etc. – Form(s) SSA 1099 for Social Security benefits distributions
• Form(s) 1099 (interest, dividends, etc.) and Form(s) 1099-B from Brokerage Accounts
• Schedule(s) K-1 (income/loss from partnerships, S corporations, etc.)
• Form 1095-A, B, or C Health Insurance Coverage
• Form(s) 1098 (mortgage interest) and real estate property tax statements
• Closing statements pertaining to real estate transactions (HUD forms)
• Form(s) 1098-E for student loan interest, Form(s) 1098-T for tuition payments
• All information regarding educational expenses and fees, scholarships, books, etc.
• Form(s) 1099-K (Merchant Card and Third Party Network Payments)
• Purchase agreements, leases, and finance paperwork for all capital equipment, vehicles, etc.
• All other relevant supporting documents (schedules, bank registers, medical, charitable, etc.)
• Any tax notices received from the IRS or other taxing authorities

After gathering your tax documents, call the office or e-mail us to arrange for an appointment. We will be accepting appointment dates beginning Monday, January 20, 2020. Please bring all of your documentation, the engagement letter, and this organizer package along with you even if you choose not to fill in any information. In order to expedite the completion of your return by the April 15th filing deadline, plan to supply all information to us by Friday, March 27, 2020.

Thanks very much in advance for your business and we look forward to serving you. Please feel free to call or e-mail if any questions should arise or if you need further assistance.

Sincerely,
Roger E. Coyner
Certified Public Accountant

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Dear Client:
The 2018 Tax Organizer will assist you in collecting and reporting information necessary for us to properly prepare your 2018 income tax return.  If we prepared a 2017 return for you, your prior year data has been pre-printed to assist you as a guide.  Again, please note that filling in the income tax organizer is strictly at your option.  However, it may help you organize, collect and summarize your information, and it has been our experience that it helps prevent omissions and allows us to focus attention on your individual requirements.  We would ask that you assist us by answering the set of questions, and verify that we have accurate information on the client and the dependent information pages.

Please provide us with the following information and attach supporting documentation where necessary:

• Copies of all compensation and pension distribution reports- W-2(s), 1099-Misc(s), 1099-R(s) , etc.
• Form(s) SSA 1099 for Social Security benefits distributions
• Form(s) 1099 (interest, dividends, etc.) and Form(s) 1099-B from Brokerage Accounts
• Schedule(s) K-1 (income/loss from partnerships, S corporations, etc.)
• Form 1095-A, B, or C Health Insurance Coverage
• Form(s) I 098 (mortgage interest) and real estate property tax statements
• Closing statements pertaining to real estate transactions (HUD forms)
• Form(s) 1098-E for student loan interest, Form(s) 1098-T for tuition payments
• All information regarding educational expenses and fees, scholarships, books, etc.
• Form(s) 1099-K (Merchant Card and Third Party Network Payments)
• Purchase agreements, leases, and finance paperwork for all capital equipment and vehicle acquisitions
• All other relevant supporting documents (schedules, checkbook registers, medical, charitable, etc.)
• Any tax notices received from the IRS or other taxing authorities

After gathering your tax documents, call the office or e-mail us to arrange for an appointment.  We will be accepting appointment dates beginning Monday, January 21 , 2019.  Please bring all of your documentation,
the engagement letter, and this organizer package along with you even if you choose not to fill in any information.  In order to expedite the completion of your return by the April 15th filing deadline, plan to
supply all information to us by Friday, March 29, 2019. 

Thanks very much in advance for your business and we look forward to serving you. Please feel free to contact me if any questions should arise or if you need further assistance.

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Dear Client:
The 2017 Tax Organizer will assist you in collecting and reporting information necessary for us to properly prepare your 2017 income tax return.  If we prepared a 2016 return for you, your prior year data has been
pre-printed to assist you as a guide.  Again, please note that filling in the income tax organizer is strictly at your option.  However, it may help you organize, collect and summarize your information, and it has been
our experience that it helps prevent omissions and allows us to focus attention on your individual requirements.  We would ask that you assist us by answering the set of questions, and verify that we have accurate information on the client and the dependent information pages.  If you desire additional organizer pages for specific types of income or expense – e.g. rentals, self employment, business vehicle usage, etc. please call the office or email us and we’ ll be happy to provide.

Please provide us with the following information and attach supporting documentation where necessary:

• Copies of all compensation and pension distribution reports- W-2(s), 1099-Misc(s), 1099-R(s) , etc.
• Form( s) SSA 1099 for Social Security benefits distributions
• Form( s) 1099 (interest, dividends, etc.)
• Schedule(s) K-1 (income/loss from partnerships, S corporations, etc.)
• Form 1095-A (Health Insurance Marketplace Statement)
• Form 1095-B (Health Coverage) or Form 1095-C (Employer Provided Health Ins Offer & Coverage)
• Form(s) 1098 (mortgage interest) and real estate property tax statements
• Brokerage Form(s) 1099-B from stock, bond or other investment transactions
• Closing statements pertaining to real estate transactions (HUD forms)
• Form(s) 1 098-E for student loan interest, Form(s) 1098-T for tuition payments
• All information regarding educational expenses and fees, scholarships, books, etc,
• Form(s) 1099-K (Merchant Card and Third Party Network Payments)
• Purchase agreements, invoices, and lease or financing paperwork for all capital equipment and vehicle
  acquisitions
• All other relevant supporting documents (schedules, checkbook registers, medical, charitable, etc .)
• Any tax notices received from the IRS or other taxing authorities
  

After gathering your tax documents, call the office or e-mail us to arrange for an appointment. We will be accepting appointment dates beginning Monday, January 15, 2018.  Please bring all of your documentation, the engagement letter, and this organizer package along with you even if you choose not to fill in any information.  In order to expedite the completion of your return by the April 17th filing deadline, plan to supply all information to us by Friday, March 30, 2018.

Thanks very much in advance for your business and we look forward to serving you.  Please feel free to contact me if any questions should arise or if you need further assistance.

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My clients are sent a version of this with appropriate information filled out beforehand. This is for the preparation of taxes for the 2016 tax year.

Please contact me with any questions you may have regarding this tax organizer.

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