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Information accessible through this page is provided to help assist you in organizing your tax information. Clicking on the icon next to each item will open the associated form in a new browser window. You can then print the form to complete and return to us, along with your tax information. |
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The Organizer assists you in gathering information necessary for us to prepare your 2011 individual income tax return. A completed organizer will decrease the time that we incur organizing your income tax information, which minimizes the cost of preparing your tax return. The organizer provided here is a generic organizer, intended for new clients. (Clients for which we prepared a 2010 tax return would be better served using the custom organizer that was mailed during the 1st week of January. If you did not receive your custom organizer, please contact Marla at 480-663-6012.) The organizer should be completed and returned along with your tax information. |
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The
Engagement
Letter confirms the arrangement for our
income tax services. The engagement letter should be signed, dated and returned
along with your tax information.
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The
Auto,
Travel and Entertainment Disclosure Checklist. If you are
claiming deductions for automobile, travel, meals or entertainment expenses,
this disclosure statement must be completed, signed and dated.
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Electronic Filing “E-File” rules have changed for the 2011 tax filing season. New law makes it MANDATORY that we E-File ALL of our 2011 individual tax returns. However, taxpayers can OPT-OUT if they don't want to E-file. Please read & complete the E-File statement and return it to us. |