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New Client Tax Organizer

2015 Paper Organizer - PDF - 2015 Tax Organizer.pdf click to download

We will also need the following information provided to our office:

  • - Forms W-2 for wages, salaries and tips.
  • - All Forms 1099 for interest, dividends, miscellaneous income, etc.
  • - Forms 1095-A, 1095-B, 1095-C - ACA Health Insurance Statement, exemptions.
  • - Brokerage statements showing investment transactions for stocks, bonds, etc.
  • - Schedule K-1 showing income from partnerships, S corporations, estates and trusts.
  • - Statements supporting deductions for mortgage interest and taxes.
  • - Any tax notices sent to you by the IRS or other taxing authority.
  • - A copy of your income tax return from last year, if not prepared by this office.

If you have any questions or problems please give us a call or email us.

Sincerely, Wink Tax Services

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We do not offer legal advice. All information provided on this website is for informational purposes only and is not a substitute for proper legal advice. If you have legal questions, we recommend that you seek the advice of legal professionals.

Tax Disclaimer: To ensure compliance with IRS Rules, any U.S. federal tax advice provided in this communication is not intended or written to be used, and it cannot be used by the recipient or any other taxpayer (i) for the purpose of avoiding tax penalties that may be imposed on the recipient or any other taxpayer under the Internal Revenue Code, or (ii) in promoting, marketing or recommending to another party a partnership or other entity, investment plan, arrangement or other transaction addressed herein.

Copyright 2017 Wink Tax Services / Wink Inc.
Last modified: January 30, 2017