John M. Hoffman & Associates CPAs

Tax Organizer / Questionnaire

2007 Blank Organizer

 

All of the Below in 1 Complete pdf

• Cover Page

• Questions [2] (3 pages)

• Personal Information [3] (name, address, dependents etc.)

• Direct Deposit and Withdrawal [4B]  (bank information)

• Interest Income [5A]

• Dividend Income [5B]

• Business Income & Expenses[6 & 6A]

• Business Expense Vehicle Info [6B]

• Depreciation [DP]

• Business Use of Home [6E] (the home office!)

• Sale of Stocks etc. [7] (capital gains and losses)

• Sale of Your Home and Moving Expenses [8]

• IRA and Pension Info [9]

• Rental and Royalty Income and Expenses [10 & 10A] (rental property)

• Partnership / S Corp / Estate / Trust Income [11]

• Itemized Deductions (all) [14,14A,15, and 16]

• Itemized Deductions - Medical and Taxes [14]

• Itemized Deductions - Mortgage Interest [14A]

• Itemized Deductions - Contributions [15]

• Itemized Deductions - Miscellaneous [16]

• Employee Business Expenses [17] (for employees versus self employed)

• Child / Dependent Care & Education Expenses [18]

• Federal / State Tax Payments [20] (estimated  tax payments made)