Organizer Sheets

Organizer Questionnaire

Personal Information

Wages Pension K-1 Income

Interest Income

IRA Contribution

Estimated Tax Payments

Small Business Income & Expense (Schedule C)

Direct Deposit / Identity Authentication

Farm Income and Expenses (Schedule F)

Farm Rental Income and Expenses (Form 4835)

Rent Income and Expenses

Home Office General Information

Child and Dependent Care Expenses

Child Care Provider

Minister-Clergy-Religious Workers Information

Depreciation-Asset List