2011 Tax Organizer
Tax Organizer
You can use this organizer to gather your tax information. There’s a Word doc you can edit, or a pdf for the non-Word users. I haven’t figured out how to make a fillable savable pdf, so you’ll have to kill a tree and print it.
2011 Tax Organizer.doc 2011 Tax Organizer.pdf
Note to clients: Please try not to email me stuff that has your social security number or bank information on it. Upload it to your private folder. If you don’t have a private folder yet, tell me and I’ll set one up.
Useful Tax Information
What to Give Your Tax Preparer
Robert D Flach’s article on what to give your tax preparer is a good guide to all the information your tax person needs from you.
Fair Market Value Guide to help you figure out the dollar value of used clothing and household items donated to charities such as Goodwill and Salvation Army.
Provided by Bruce McFarland ( @bruce_taxguy ) of L&R Tax Preparation, Grandview, Missouri.
Free cost basis tool to help you figure out the cost of that LZ Zeppelin stock that your Great-Aunt Hilda left you that split and merged and was bought out and is Lufthansa stock now. Also from Robert D Flach, who is remarkably web-savvy for someone who still does all his tax returns by hand.
Donna Bordeaux of Bordeaux & Bordeaux CPAs has compiled a helpful list of apps that track your mileage.
IRS W-4 withholding calculator
A handy little widget to help you figure out how many allowances to put on your W-4 for withholding.
