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To properly prepare your tax returns you will need to provide your tax preparer with a significant amount of information.  In order for you to be organized, we have provided below links to tax organizers and record keeping information.

The following are links that will give you the basic tax organizers that will needed to address most of the normal, personal information that will be needed to prepare your return.

Federal and State Tax Organizer – This organizer will address most common income and deduction items, such as salaries, retirement income, interest and dividends, as well as property taxes, medical deductions, mortgage interest and charitable donations.

Child Care Expense – If you pay someone for child care while you are working, you will need to complete this form.

Sale of Stocks – If you sold any stocks during the year, you will need to download this form and provide the appropriate documents from your brokerage that you receive after the end of the year.

Employee Business Expense – If you have un-reimbursed expenses related to your employment (not self employed), use this form to determine if you can deduct a portion of those expenses.

Employee Car Expense – As above, if you used your automobile for company business for your employer, but were not fully reimbursed for those costs, use this form for possible additional deductions.

Employee Home Office Expense – If you are salaried, but you use your home for an office, you could be entitled to deduct a portion of your home expenses. Use this form to determine the amount of your deductions.

Sale of Primary Residence – If you sold your home during the past year, you will need to determine if you have any capital gains taxes owed, or are eligible for an exclusion from capital gains. This form will help determine that.

If you operate a business or have rental income, there are many deductions that you are entitled to receive.  You also need to maintain better records, because you will not always be receiving information forms like W-2 or 1099.  These logs and organization forms will help you get the most out of your deductions.

Self Employed Income and Expense Spreadsheet –

Sample Mileage Log

Car Expenses (Business)

Business Income and Expenses

Business Use of Home (Home Office) –

Rental Property Organizer –

LLC Supplemental Information

If you have something out of the ordinary, you might find help in our full organizer.

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