INCOME TAX ORGANIZER FOR 2009
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Client Name:___________________________________DOB:____________Spouse Name:___________________________________DOB:____________
Occupation: You:____________________Spouse:___________________
First Name of Dependents:______________________________________
E-mail address:______________Web site address:_________________
Show social security number of each dependent, DOB (If not on
last year’s return) and number of months lived in your home.
______________________________________________________________
Phone # Home:___________________Business:_____________________
Address correct on W-2's Yes____ No ____ If no show correct
address on last page in notes.
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PRESIDENTIAL ELECTION CONTRIBUTION: Yes____ No____
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INCOME:
Wages, (Attach W-2’s) $_______________________
Interest Income (Attach form 1099's ) $_______________________
Dividend Income, (Attach form 1099's ) $_______________________
Tax exempt interest income $_______________________
Alimony Income $_______________________
Business Income/Loss (Attach Separate $_______________________
Schedule)
Capital Gains/loss (Attach form 1099's)$_______________________
Social Security Benefits(Attach form) $_______________________
Unemployment Compensation(Attach form) $_______________________
Pensions/IRA Income (Attach form) $_______________________