2015 Essentials

Tax Organizer – 2015 (pdf)
Tax Organizer – 2015 (Word doc)
Question Yes/No
Information Needed
Engagement Letter
Disclosure Consent

Work Sheets for More Detail If needed

• Dependent information
• Income-W2’s and 1O99R’s Etc
• Dividend Income
• Interest Income
• Miscellaneous income
• Itemized Deductions Taxes and Interest
• Itemized Deductions Medical and Charity’s
• Itemized Deductions Miscellaneous Expenses and Employee Expenses
• Itemized Deductions Non Cash Charity Contributions
• Itemized Deductions Child and Dependent Care Expenses
• Rental Income and Expenses
• Employee Business Expenses
• Home Office
• Sale of Capital Assets Stocks, Bonds, Mutual Etc
• Self-Employment Business Expense
• Vehicle and Travel Expenses
• Alimony Paid or Received
• Estimated Taxes Paid
• Real Estate Professionals
• Airline Personal