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David M. Kaufmann, CPA
Voice: 720.493.4804
Email:
contact2@kaufmann-cpa.com
Physical Address:
2831 Wyecliff Way
Highlands Ranch, CO 80126
Mailing Address:
PO Box 632285
Highlands Ranch, CO 80163-2285
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You save time by using the tax organizer. The
organizer helps you gather and record your tax information. Using the
tax organizer will alert us to deductions that you qualify for.
The first year that we work for you, the organizer will
be somewhat generic. That is because we don't have the familiarity
with your situation since we have not worked with you before.
After the first year, the tax organizers will be
customized to your situation. For example, if you donated to the Red
Cross the year before, the organizer will have a pre-printed line on the
Contribution Listing for Red Cross. That way it is easier to remember
your deductions that repeat each year.
WE DO NOT REQUIRE YOU TO FILL OUT THE ORGANIZER!
View or print the
"generic" first year organizer.
In addition to the organizer, we would also want you to
bring in:
- Forms W-2 for wages, salaries and tips.
- All Forms 1099 for interest, dividends, miscellaneous income, etc.
- Brokerage statements showing investment transactions for stocks, bonds,
etc.
- Schedule K-1 showing income from partnerships, S corporations, estates and
trusts.
- Statements supporting deductions for mortgage interest and taxes.
- Any tax notices sent to you by the IRS or other taxing authority.
- A copy of your income tax return from last two years.
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