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1040

Below is a listing of our content based on your selected topic, click on the titles below for more information. If the term is unfamiliar, see the Term Glossary.

This generic Organizer is intended for New Clients Only. If you are an existing client, and have misplaced your packet, please contact us and we will provide you with your specialized copy.

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Your Organizer is basically a filing template that ensures that we have the information that we need. It is tailor made to each of our clients and often shows data from the last period's return for reference. 

By taking the time to confirm you have all of your source documents—or at least discover what you need to attain—you ensure the accuracy of your return, and minimize your expense.

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Deadline for filling personal tax return, or an extension must be filed.

Should the date fall on a weekend or holiday, it extends to the next workday.

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The IRS provides an online tool to help you find the status quickly:

Get Refund Status

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This form outlines the terms of an individual tax engagement, our responsibilities as the preparer, and yours as the taxpayer. An engagement letter needs to be signed before your tax return may be prepared.

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