The pdf file below is a condensed version of our taxpayer organizer that may be useful to you in gathering the information needed for us to prepare your tax return. You may fill in the information or use the organizer as a prompt for gathering the documents to bring in for preparation of your tax return.
To make an appointment, please call (360) 574-0644 (or (503) 224-2019 in Portland). The receptionist will be glad to schedule a convenient time for you to meet with one of our CPAs.
Please bring all W-2s (wages); 1099s (interest income, dividends, gambling winnings, debt cancellation, IRA, or pension and profit-sharing distributions); K-1s (partnerships, S corporations, estates, and trusts); closing statements on real estate purchases, sales, and refinancing; stock basis and date of purchase for stock sold in 2010; mortgage statements (form 1098); contribution receipts; and a copy of your prior year tax return.
