Client Tax Organizer
Leonard D. Rea, EA, CFP® (Enrolled Agent, Certified Financial Planner™)
Serving individuals and businesses in the Massachusetts area since 1986.
Our NEW tax organizer is designed for ALL of our clients and can help you maximize your deduction and minimize your problems in preparing and filing your tax return. The organizer is comprised of eight parts, each developed to assist you in collecting relevant tax information needed to properly prepare your tax return.
Access any of the eight parts by clicking on the underlined part number. You can print the PDF and fill in the required information. Once complete please fax or mail it to the office, or you can upload it to us directly through our secure "Client Area".
Current clients can contact the office to request a "pro forma" tax organizer that includes prior year information and carryover data.
* You must have Adobe Acrobat Reader to view the Tax Organizer
(You can 'right-click, save-target-as' on each part to save the PDF forms directly to your computer or you can safe each pdf after they open in your browser window.).
- Part 1: The Questionaire - Check List - Required for All Returns
- This will help determine what documents and records we need from you.
- Part 2: The Basics - Required for All Returns
- The Basics: Includes Instructions, Taxpayer Information, Dependents, Estimated Taxes, IRA Activity, Miscellaneous Income and Refund Direct Deposit Information.
- Part 3: More Basics - (if applicable)
- Dependents, Interest & Dividend Income and Stock Sales
- Part 4: Itemizations - Needed if Itemizing Deductions
- Itemization:Medical Expenses, Deductible Taxes, Interest Deductions and Child Care Expenses.
- Part 5: More Itemizations - Needed If Itemizing Your Deductions
- Charitable Contributions, Education Expenses, Miscellaneous Deductions and Casualty Losses.
- Part 6: Other items (if applicable)
- Travel Expenses, Away-from-home Expenses, Moving Expenses, Home Sale & Purchase and Office-in-the-home.
- Part 7: Rental & Business Income (if applicable)
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- Part 8: Partnerships and Corporations (if applicable)
- Check list of items neede specific to businesses, partnerships and Corporations.
