2020 TAX ORGANIZER
For your convenience we have prepared tax organizers to improve the flow of processing income tax returns. The organizers can be filled-in and sent to us electronically along with the supporting documents. Select the packet that best fits your needs and complete all relevant sections of the organizer. For security reasons, we ask that you email or contact our office so that we can send you a “request for documents.
Because fees for processing tax returns are based on forms included and time required to complete your return, we ask that you take time to make certain you include all necessary information in order to keep your fee at a minimum. If you feel your tax return is simple, you may simply mail or drop off your information at our office. If we will be preparing your returns for the first time, you will need to provide us with your prior year’s (2019) tax returns. If you will be mailing or dropping off information, please do so at the following location:
Frontenac, KS 66763
Listed below are organizers we ask that you complete prior to your appointment.
Past clients may request a personalized organizer that includes prior year date to assist with comparison purposes. Please contact the office directly so we may provide you with your pre-printed documents.
YOU DO NOT NEED TO COMPLETE THE SECTIONS OF THE ORGANIZER FOR WHICH YOU ARE PROVIDING GOVERNMENT PREPARED FORMS.
These forms include W-2’s, 1099’s, 1098’s, and K-1’s. All other information should be completed and returned prior to your appointment.
- Basic Tax Organizer – Family
This includes dependents, child care, itemized deductions
- Partnership Tax Organizer
This includes information about your partnership
- Corporation Tax Organizer
This includes information for C-Corporations and S-Corporations