Pick the organizer that best suits you and your family.
The Word organizers are made to print off and fill out.
If you answer yes to any of the questions you should download the appropriate
organizer to go along with it. The PDF files can also be printed out and then filled, but they are also fillable forms.
If you answer yes to any of the questions while on the internet a organizer
associated with that answer will come up and need to be filled out as well. Once filled out on your computer simply print or
e-mail to
rgettman@comcast.net.
There is an e-mail link on the toolbar to do this.
If you e-mail, I can have your information before you come in, and I might need to ask a few questions or check some of your items.
Individual Fillable PDF
Business Owner Starting Point for business Fillable PDF
Rental Starting Point for rentals (after Individual) Fillable PDF
Stocks Schedule D) Fillable PDF
Vehicle Expense Fillable PDF
Home Office
Begin by completing our
Individual 1040 Organizer .
Bring your completed Organizer and provide copies of all tax-related documents
such as:
Income Statements
W-2 (Wage statements)
1099R (Pension, IRA and other retirement income statements)
1099 INT (Interest Income statements)
1099 DIV (Dividend income statements)
1099 G (Unemployment or state refund statements)
1099 W2G (Gambling winnings statements)
1099B (Proceeds from Broker and Barter Exchange Transactions)
Deductible Expense Statements
1098 (Mortgage interest statement)
1098T (Tuition and fee payments for college and continuing education programs)
1098E (Student loan interest payments)
1099S (Sale of home or real estate)
Other Information Relating to Deductible Expenses
Childcare provider information as detailed in our Individual 1040 Organizer
Charitable donation information as detailed in our Individual 1040 Organizer
If you made energy-efficient home improvements, purchased a high-efficiency appliance or purchase a new hybrid car, you should bring information and receipts about these items
If you purchased or sold your home during the year, bring closing papers from each purchase and sale
Other Important Items to Bring
Social Security Cards for taxpayer, spouse and all dependents
We may need to see your photo ID
A copy of your prior-year tax return
If you purchased, refinanced or sold a home during the year, please bring copies of Good Faith Estimate closing papers from any purchase, sale or refinance during the year.
If you sold your home during the year, you should also read our Sale of Home Organizer page.