In Square / Garage Rent / Charitable Contributions Other Church United Way Scouts Telethons University / /
IndustryTerm
real estate / healthcare coverage / foreign bank account / health insurance / insurance / energy property / qualified mortgage insurance / technology vehicle / energy efficient improvements / oil / /
Organization
Department of State / Internal Revenue Service / Town Village City County School District / Salvation Army / Church United Way Scouts Telethons University / Entertainment Office / U.S. Securities and Exchange Commission / /
Person
Job Seeking / Tax Organizer / Yes Spouse / /
Position
Health Savings Account Contributions Archer / Fee Commissions Jury Duty Worker / qualified mortgage insurance Unreported Tips Director / broker / Director / Executor / account Taxpayer Checking Archer / Preparation Fee Safe Deposit Box Rental Mutual Fund Fee Investment Counselor / Supplies Nursing Care Medical Therapy Hospital Doctor/Dental/Orthodontist / Trustee / /
Product
Amount Roth Date Taxpayer Spouse Tax Exempt Amounts / /
Client Tax Organizer Please complete this Organizer before your appointment. Prior year clients should use the proforma Organizer provided. 1. Personal Information Name