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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 2008 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 2007 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 480-663-6000 ext 100.) 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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We have the ability to Electronically File
“E-File” your 2008 federal
and Arizona income tax return. If you are considering having us E-File your tax
returns, please read our E-File disclosure statement. We would need you to
complete, sign and return this statement to us if you would like us to E-File
for you. |