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Accounting & Taxation Services

Click on the tabs below for a printable version of the Tax Organizer. This is provided in the universal pdf file format. You will need Adobe Acrobat to open these files

Click Here for a FREE version of Adobe Acrobat Reader.

Other Forms

Foreign Income

All US Citizens and Permanent Residents living abroad are required to file and report their income. If you are outside of the United States for 330 days or more, you may be entitled to exclude part or all of your income(tax benefits).

You qualify for the tax benefits available to taxpayers who have foreign earned income if both of the following apply:

1- You meet the tax home test.

2- You meet either the bona fide residence test or the physical presence test 

Foreign Earned Income

Foreign Bank and Financial Accounts (FBAR)

Tax Checklist Form PDF

Personal Data:

  • Full names as recorded on your Social Security card for yourself and all dependents
  • Date of Birth for yourself and all dependents
  • Home Address

Income Items:

  • W-2s
  • 1099s - R, INT, DIV, MISC., B (Proceeds from broker transactions)
  • Partnership and trust income (K-1s)
  • Pensions and Annuities
  • Social Security Benefits
  • Alimony received
  • Jury duty pay
  • Gambling and Lottery Winnings
  • Prizes and Awards
  • Scholarships and Fellowships
  • State and Local Income Tax Refunds
  • Unemployment Funds Received

Deductible Items:

  • Mortgage Interest (1098)
  • Second Home Mortgage Interest (1098)
  • Real Estate Taxes Paid
  • Rent Paid
  • Moving Expenses
  • IRA Contribution
  • Personal Property Taxes (auto, boat etc.)
  • Student Loan Interest Paid
  • Gifts to Charity (Documented)
  • Unreimbursed Expenses for Charity or Work
  • Travel expenses, entertainment, uniforms, union dues, subscriptions and investment.
  • Job-hunting expenses
  • Educations expenses
  • Child care expenses
  • Medical savings accounts
  • Alimony paid

Tax Organizer PDF

Tax Organizer Word Document