PERRY

Accounting & Tax Service

12598 Central Avenue | Suite 114

Chino, CA 91710

(909) 545-6940 Phone

(909) 575-6693 Fax

Our Tax Organizer is designed to help you maximize your deductions and minimize your problems in preparing and filing your tax return. The organizer is revised annually to be compatible with the ever-changing tax laws.  The organizer currently posted below is primarily for the 2011 tax year, although it can be used for other years.  The 2017 version will be loaded sometime after November 15, 2017.

The 2017 organizer is provided in three configurations to assist you in collecting relevant tax information needed to properly prepare your tax return.  Access any of the three versions by double clicking on the underlined part version description.  The organizers can be downloaded to your computer where you can fill and save the information until you have completed collecting all of your information.  After you have completed it, please forward the organizer (printed or digitally) to our office for immediate service.  If you have an office appointment, you can print it out and bring it with you to the meeting.  A word of caution: you can fill the organizers online and print them out.  However, if you close the file, your data will not be saved unless the form is saved to your computer.

Once the completed organizer has been received, you will be contacted by phone, fax or e-mail with any questions, comments, or suggestions. If you e-mail our office advising us that you have sent your tax materials, we will notify you of their receipt.

Basic Organizer – This organizer is suitable for clients that are not itemizing their deductions and DO NOT have rental property or self-employment expenses.

Basic Organizer plus Business & Rentals – This organizer is suitable for clients that are not itemizing their deductions and DO have rental property or self-employment expenses.

Full Organizer – This organizer includes the information included in the basic organizer, plus entries for itemized deductions, rental properties and self-employment expenses.

Business Organizer – Use this organizer for partnerships and incorporated business entities.

Prior Year Individual Organizer – If you are filing your 2016 return late, please use this organizer.