2011 TAX ORGANIZER
Julie Dorsey, CPA PLLC
22830 135th Ave SE Kent, WA 98042
(253) 638-3063 juliedorseycpa@hotmail.com
Name: _________________________________________
How did you hear of me? __________________________
What was the deciding factor to come see me? _________________________________________
(thank you!)
This tax organizer is designed to help you collect and report the information needed to prepare your 2011 income tax return. There are several worksheets to choose from depending on your situation. The basic package is basic information I will need as well as a questionnaire and basic worksheets designed to jog your memory and help you organize your main data.
In addition to the basic package there are worksheets for items more specific to your tax situation.
You may use your own lists or you can enter your information on the tax organizer.
Note: The General Question worksheets include a variety of questions designed to assist in completing your tax return. If you answer yes to any of the questions, be sure to provide the applicable details.
Forms: be sure to bring the following forms to the appointment if you have any
- A copy of your 2010 tax return
- A copy of your 2008 and 2009 tax return (for the prior year review)
- W2s
- 1099Rs
- K-1s
- 1099 statements reporting dividend/interest with gain/loss info for stock sales
- 1098 showing mortgage interest, real estate taxes paid
- W2G
- SSA (Social security statement)
- If you sold or purchased a home – bring the HUD settlement statement
Thank you for taking the time to complete this Tax Organizer. (Organizers will be linked soon)