Tax Organizers

 

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Click the image below to download the 2011 Data Organizer

Information on Pages 1 and 2 must be completed for all tax returns.  We cannot prepare a complete and accurate return without answers to all questions asked on the organizer.  Also needed is a signed engagement letter which explains our responsibilities and yours in the preparation of your tax return.

 

 

Engagement Letter

 

If receiving business, farm or rental income, complete appropriate organizer below.

 

Business Organizer

Business Organizer Page 2

Farm Income and Expenses

Rental Property Organizer

Capital Assets Purchased or Sold