Tax Organizers

2008 Simple 1040 Tax Organizer - A one page organizer

2008 Complex 1040 Tax Organizer - 8 pages for lots of detail

2008 Year End Letter - Year End Tax Update

2008 Supplemental Information - Miscellaneous information for the 2008 tax year

2008 Questionaire - Fill out for either the simple or complex organizer

2008 Business Disbursements - for businesses to categorize their expenses

     Other Forms 

Consent to Disclosure of  Tax Return   –   Beginning January 1, 2009 IRS Regulations require us to have a signed release statement every time we are called to release your tax return to any third party.  In the past, we were able to release your tax return with verbal authorization.  This is no longer the case.  Because of this new regulation we can no longer release your tax return with verbal authorization.  Fill out the form and return the orignal to our office. 

 

Sample Consent to Disclosure of Tax Return Information - Sample Consent to Disclosure

 

Credit Card Payment Coupon - Print, fill out, and mail back your credit card payment

 

Retention Guide - A guide to help you determine how long to kept your records