Tax organizer - forms

  ChaseOne Tax Preparation
  • Home
  • Book Your Appointment!
  • Contact
    • About Our Services
    • Mission & Values
    • Payment
  • Receiving a Notice from the IRS
  • Online Advisor on Taxes
  • Online Advisor on Finance
  • Online Advisor on Business
  • Comments by clients
  • TY 2018 Prep: Items needed
    • Directions to Office
    • Engagement Letter
    • Client Tax Organizer
    • Forms
    • Business/Rental Organizers
  • TIPS
  • Choosing a Tax Preparer
SPREADSHEETS -         Either file is helpful - choose whichever works best for you!
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2016_tax_organizer_spreadsheet.xlsx
File Size: 13 kb
File Type: xlsx
Download File

2016_tax_prep_spreadsheet.xlsx
File Size: 14 kb
File Type: xlsx
Download File

QUESTIONNAIRE- All the pages have questions that will help you prepare for our meeting
personal_organizer.jpeg
File Size: 318 kb
File Type: jpeg
Download File

personal_organizer_2.jpeg
File Size: 341 kb
File Type: jpeg
Download File

itemized_deductions.jpeg
File Size: 323 kb
File Type: jpeg
Download File

itemized_deductions_2.jpeg
File Size: 294 kb
File Type: jpeg
Download File

itemized_deductions_3.jpeg
File Size: 165 kb
File Type: jpeg
Download File

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  • Home
  • Book Your Appointment!
  • Contact
    • About Our Services
    • Mission & Values
    • Payment
  • Receiving a Notice from the IRS
  • Online Advisor on Taxes
  • Online Advisor on Finance
  • Online Advisor on Business
  • Comments by clients
  • TY 2018 Prep: Items needed
    • Directions to Office
    • Engagement Letter
    • Client Tax Organizer
    • Forms
    • Business/Rental Organizers
  • TIPS
  • Choosing a Tax Preparer