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Organizer

Organizer

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Published by jsfarley

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Published by: jsfarley on Nov 10, 2011
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11/10/2011

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 Instructions: Print out this organizer, then complete it and bring it to our office at your scheduled tax appointment.
Tax Organizerfor
 ______________ 
(Year)
Taxpayer’s Name __________________________________ 
 
5402 Hampton AvenueSt. Louis, MO 63109(314) 832-2460
FAX (314) 832-2464dave@dlinderer.com
www.dlinderer.com
 
 2
 Tax Organizer for __________________ (year)
Please complete this organizer and bring it to your tax appointment. Your last year’s tax return isan excellent guide for completing this organizer. Make a special note wherever you haveadditional information not on last year’s return.
Personal InformationTaxpayer
 Name _______________________________________________________________________ Social Security Number _____________________ Date of Birth ______________________________ Occupation ___________________________________________________________________ 
Spouse
 Name _______________________________________________________________________ Social Security Number _____________________ Date of Birth ______________________________ Occupation ___________________________________________________________________ Mailing Address _______________________________________________________________ City ___________________________________________ State ________ Zip______________ Work Phone _____________________________ Home Phone __________________________ Taxpayer Spouse Marital StatusYes No Yes No MarriedBlind SingleDisabled Widow(er)Filing Jointly Yes NoDo you want to contribute $3 to the Presidential Campaign Fund Yes No
Dependent Children (others)
 Name Social Security Number Date of BirthRelationship Dependent’sIncome
 
 3 Please bring the following to your appointment:Last year’s tax return, unless we prepared it.Copies of all W-2s, 1099s, supporting documents of income and expense.The mailing label given to you on the IRS tax booklet, if any.Please answer the following questions:Did you receive any notices from the IRS this past year? Yes NoDo you have a foreign bank account? Yes NoDid you pay to attend classes beyond high school? Yes NoDid you pay interest on a student loan this past year? Yes NoDid you receive any rental income from property? Yes NoDid you receive any farm income? Yes NoDo you have self-employment income or expense? Yes NoWere there any births, adoptions, or deaths in the family?Yes No
Income
 Wages (attach W-2s)
  Name of Employer Taxpayer Spouse
Interest Income (attach 1099-INT)
Payor (bank, etc.) Amount ______________________________________________ ______________  ______________________________________________ ______________  ______________________________________________ ______________  ______________________________________________ ______________  ______________________________________________ ______________ 
Dividends (attach 1099-Div)
Payor (company name) Ordinary Div. Capital Gain Nontaxable
Partnership, S-Corp., and Other Income (attach K-1)
List the sources ______________________________________________________________________________  ______________________________________________________________________________  ______________________________________________________________________________ 

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