complex individual returns - tax organizers
If your tax return is more complex, you may find it helpful to review and complete one or more of the tax organizers we have created for our clients to use. They will help you identify specific income and deduction items that are pertinent to your situation so that you can bring this information to your interview. Below is a listing of special situations that may apply to you and the appropriate tax organizers that apply.
- Individual 1040
- Sale of Home- If you purchased a new home or refinanced an existing mortgage, you should bring a copy of your HUD or settlement closing statement to your tax interview.
- Stock Sale -You sold stocks, ESPP/RSU/ISO shares, or you traded Bitcoin or other cryptocurriencies
- Foreign Income or Assets *You lived or worked in a foreign country, or you have foreign income or foreign investments, including foreign pension accounts, bank accounts or brokerage accounts
- Rental Property -You had income or expenses from renting a house/condo or vacation rental
- Self-Employment (Schedule C or F)You have income reported on Form 1099-Miscellaneous, you are self employed or you had farm income.
business and entity returns - tax organizers
For business returns we ask that you review and complete the appropriate tax organizer for your business type. If you don't understand, or are not able to fully complete the tax organizer, don't worry. Just put together as much of the information you can and we'll help you do the rest.
We provide bookkeeping services for businesses that need assistance compiling Business Profit & Loss and Balance Sheet records.
If you would like us to prepare 1099-Miscellaneous forms for your business, we will also need you to provide us with completed Forms W-9 for each person you made payments too.
- Sole Proprietor/Single-Owner LLC
- Self-Employment (Schedule C or F)
- Partnership/Multi-Owner LLC-1065 S Corporation
- S Corporation - 1120 S
- Fiduciary 1041
- Estate or Trust
- Non-Profit Organization
- Tax Exempt 990
