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2009 Tax Questionnaire and Organizers

We are currently working on your 20099 Tax Questionnaires and Organizers. We expect to have all sent out by the end of January. The additional Organizers below are current and ready for your 2009 returns. 01/12/10

ADDITIONAL TAX ORGANIZERS 

Below are variety of additional Tax Organizers to help you gather your tax data and to ensure we address all of your tax issues and minimize your tax liability.

All Tax Organizers are a .pdf file readable with Adobe. If you do not have Adobe Reader, it is available free. Please go to our Links & Tools page and click the Adobe Acrobat Reader link under the heading "Business Services", to download your free copy.

Please click the link to any category of our Tax Organizers to open the file. Then, print the forms, complete it and send it us via e-mail, fax or mail.

Other Income. Social Security, Scholarships, Alimony, Miscellaneous Interest and Dividend Income.

Seller's Interest/Kids Invest Income. Seller Financed Interest and Interest and Dividends earned by children.

Charitable Contributions. Cash and Non-Cash Charitable Contributions.

The Salvation Army's Valuation Guide. A link to values for your non-cash contributions.  Please note that we are not providing tax advice or recommendations with this link or about the Salvation Army organization or the content they provide.

Medical & Tax Deductions Medical Expenses, Real Estate Tax and other taxes.

Misc. Deductions. Investment Counsel, Attorney's Fees, Safe Deposit box rental, Moving Expenses, etc.

Employee Business Expenses. Un-reimbursed employee business expenses including home office use.

Education, Tuition, Fees, & Educator Expenses. Worksheet for Education credits, Tuition paid, Student Loan interest and expenses incurred by Educators.

Home Office Deductions. The worksheet is for self-employed people that work from home.

Self-Employment. Revenues and Expense for self-employed individuals.

Sale of your principal residence. Forms to help you gather data to report the sale of your home.

Moving Expenses. Forms to help you gather data to report your moving expenses if you have re-located.

Business Property Sales. Sales of your Business assets including rental properties.

Rental Properties. Income and Expenses of your rental real estate and purchase of rental real estate.

IRA's, Roth's etc. IRA's, Roth IRA's, Self-Employed retirement plans and Alimony payments

Child Care. Forms for Dependent Care expenses.

Reportable Transactions IRS code and definitions related to "Reportable and Listed Transactions"

These forms and worksheets are for the exclusive use of our clients, and may not be used for any purpose.

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