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***Income Tax Organizer*** Dixie Chan Tax Services P.O. Box 1064, Lincoln, CA 95648 Office: (916) 645-1153---------FAX: (916) 645-1393--------Cell (916) 521-0967 Email: taxranch@yahoo.com Income o W-2s (please include a copy with organizer) o Interest - (please attach any 1099s) Payor Amount
o Dividends- (please attach any 1099s) Payor Amount
o Partnerships- (please attach any K-1s) Partnership name Amount
o Other Income Payor Amount
Deductions o Medical and Dental Amount
o Taxes paid Amount
o Mortgage interest (attach form 1098s) Amount
o Charitable contributions Amount
o Other deductions Amount
Miscellaneous Questions
Client Information (add the same information for spouse and children if you are a new client) Name(s) _______________________________ Address _______________________________ City, State, Zip _______________________________ Phone _______________________________ Cell _______________________________ Date(s) of Birth _______________________________ e-Mail address _______________________________ Include names and social security numbers and birth dates of all children
COMMENTS:_______________________________________________________________________________________________________
For direct deposit please provide your bank's routing and account number (or attach a voided check). Routing # (found on lower left of your check, usually begins with 12 or 32)____________________ Account # (follows the routing number)_________________________________________ |
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Also, Dixie Chan Tax Services P.O. Box 1064 Lincoln, CA 95648 (916) 645-1153
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