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2016 Tax Organizer Forms

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Tax Organizer Form - 4 pages

Client Information Form - 2 pages

Dependents Form - 1 page

Misc. Questions Form - 4 pages

Direct Deposit and Estimates - 2 pages

Wages, Pensions and Gambling Winnings - 1 page

Interest and Dividend Income - 1 page

Misc. Income - 1 page

State and Local Tax Refunds and Unemployment Compensation - 1 page

Sale of Home and Moving Expenses - 1 page

Adjustments to Income - 1 page

Itemized Deductions - 4 pages

Non Cash Contributions - 1 page

Foreign Income Exclusions - 3 pages

Health Savings Accounts - 1 page

Child and Dependent Care Expenses - 1 page

101 College Ave., Ste.1,   Modesto,   CA   95350
Phone: (209) 521-1376      Fax: (209) 521-0658