Information for our Clients
Tax information sheets can be found by clicking the Forms button on the left and then clicking Organizer/Summary Forms. We have included the Basic Taxpayer Information Sheet as well as the summary sheets for farm, business, and rental properties. We encourage you to use these sheets to summarize the required personal data necessary for us to prepare your 2011 individual tax returns. Please bring your completed forms with you when you bring your information to us. We will also need the following required forms if applicable:
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Original W-2 forms
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1099 Forms or statements reporting income from interest, dividends, pensions or IRA distributions, and merchant card receipts
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1098 Forms for mortgage interest
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Copies of real estate tax bills or amount of real estate tax paid in 2011
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Schedules K-1 from partnerships, S-corporations, estates and trusts
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Review deposits to insure all items are properly identified as taxable or non-taxable. Also review canceled checks for qualifying deductions. Remember to review your January bank statements for deposits in transit at year end as well as checks written in 2011 which cleared the bank in 2012.