You are invited to print out this organizer (there are 4 sections) and use it. This will help you organize your tax information ( and make sure you don't miss any important deductions). Whether you do your own tax return or use the services of a CPA firm, we hope you'll find it useful and informative!

 
Part I
General Information		 Part II
Other Income/Deductions
 
Part III
Business Income/Estimated Tax Payments		 Part IV
Miscellaneous Questions

PART I
Tax Payer Information
First Name:___________________ Initial:___ Last Name:_______________________
Social Security #: ______________________
Occupation:___________________________
Date of Birth:__________________
Street Address:_________________________________
City:_________________ State:____ Zip:____________
Home Telephone:______________________
Work Telephone:______________________
Spouse Information
First Name:___________________ Initial:___ Last Name:_______________________
Social Security #: ______________________
Occupation:___________________________
Date of Birth:__________________
Street Address:_________________________________
City:_________________ State:____ Zip:____________
Home Telephone:______________________
Work Telephone:______________________
Filing Status
Single Married
Head of Household Married Filing Separate
Salaries and Wages
W-2 Gross Income Federal Withholding FICA
1 $ $ $
2 $ $ $
3 $ $ $
4 $ $ $
5 $ $ $

W-2 Medical State Withholding SDI
1 $ $ $
2 $ $ $
3 $ $ $
4 $ $ $
5 $ $ $

Electronic Filing
Would you like Electronic Filing? Yes  No
Automatic Deposit? Yes  No
Dependents
Name:_________________________________
Date of Birth:__________________
Social Security #: _______________________
Relationship:___________________________
Months Lived at Home:____________________

Name:_________________________________
Date of Birth:__________________
Social Security #: _______________________
Relationship:___________________________
Months Lived at Home:____________________

Name:_________________________________
Date of Birth:__________________
Social Security #: _______________________
Relationship:___________________________
Months Lived at Home:____________________

Name:_________________________________
Date of Birth:__________________
Social Security #: _______________________
Relationship:___________________________
Months Lived at Home:____________________

Part II