Client Organizer for Tax Year 2017

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.