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FORMS & SOLUTIONS

2009 TAX ORGANIZER PACKAGE FORMS
DO NOT USE PRIOR YEAR ORGANIZERS OR FORMS

SAVE FORMS TO YOUR COMPUTER USING ADOBE READER

REMINDER: READ INSTRUCTION BELOW TABLE AT "FORMS & SOLUTIONS" TAB

 

Every Type of Tax Client needs to submit items 1 & 2 to gain forms password.

 

Upon receipt of of items 1 & 2 Every Type of Tax Client is mailed item 3

with a tax information submission return envelope .

 

WITH SUBMISSION OF YOUR TAX INFORMATION:

 

Every Individual Tax Client must submit item 4.

Every Individual "Dependent" Tax Client with income must submit item 5.

Every Estate or Trust Tax Client must submit item 7.

 

IN ADDITION TO THE ABOVE:

  • Clergy Clients (Active & Retired) need items 12 & 13

  • Clients with Missionary or Foreign Earnings need item 10

  • Clients with Small Business Entities need item 15

  • Clients with Rental Property or Royalties need item 14

  • Clients receiving IRS Form 1099-SA need item 11

  • Clients with Farm Entities need item 9

  • Items 16 & 17 are special assistance items

If you discover a Form error - thank you for emailing us.

  1. Engagement Letter - Mailed 12/01/09 ~ Call for password

  2. Disclosure & Use Consents For Tax Information - Mailed 12/01/09 ~ Call for password

  3. Tax Organizer Cover Letter - Posted 01/07/10

  4. General Tax Information Organizer - Posted 01/16/10

  5. Dependent Income & Deduction Mini - Organizer - Posted 01/16/10

  6. Employee (Non-Clergy) Business Expense Mini - Organizer - Posted 01/10/10

  7. Estate or Trust Tax Information Organizer - Posted 01/11/10

  8. Estimated Tax Mini-Organizer - Posted 01/21/10

  9. Farm Income & Expense Mini - Organizer - Posted 01/11/10

  10. Foreign Employment Mini - Organizer - Posted 01/11/10

  11. Health Savings Account (HSA) Mini - Organizer - Posted 01/11/10

  12. Minister's Record of Honoraria - Updated 01/16/10

  13. Minister's Tax Information Mini - Organizer - Posted 01/09/10

  14. Rental Income & Expense Mini - Organizer - Posted 01/08/10

  15. Small Business Income & Expense Mini - Organizer - Updated 02/15/10

  16. Thrift Store Value Guide For Non Cash Donations - Posted 01/08/10

  17. 2010 Form 1040ES Individual Tax Vouchers - Posted 02/05/10

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Last modified: February 05, 2010