Free Customized Tax Organizer

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Free Customized Tax Organizer

Free Customized Tax Organizer

We have built our reputation by earning the trust and confidence of our clients.

NORTHERN VIRGINIA RESIDENTS:
COMPLETE THE FOLLOWING FORM TO REQUEST OUR FREE CUSTOMIZED TAX ORGANIZER!

Preparing for Tax Season is tough enough. Why not make the job easier this year by requesting a free, Customized Tax Organizer from Brown, Mobley & Way, P.C., Tax Professionals! We will send one to you via first class mail without cost or obligation. Interested? Keep reading!

The following form takes only minutes to complete, and the information requested is general in nature so that security should not be an issue. Note, however, that you will not be communicating with a secure server. If you prefer, you may print and fax the completed form to (703) 361-9078. Either way, the information you provide will enable us to create a very useful document for you that is customized to your unique tax situation and which will make gathering the facts for your tax return(s) much easier!

Although you may request a free organizer any time of the year, please remember that we begin mailing these documents in mid-to-late January. After you have received and completed the Customized Organizer we encourage you to contact us for the purpose of scheduling a Tax Preparation Appointment! You are, of course, under no obligation--but please don't hesitate to ask for a fee quote!

If you provide us with your phone number, we may phone you for clarification of certain complex tax issues so as to further customize your Organizer, or to answer questions you have posed in the following "Comments" section. We promise not to phone you with a sales pitch, though!

If you need to file tax return(s) for prior years, and you live in the Metro Washington, D.C. area, please phone (703) 361-9068 for further information.

FREE CUSTOMIZED TAX ORGANIZER
First Name: Last Name:
Street Address: City:
State: Zip:
Daytime Phone: Evening Phone:
E-Mail Address:
Are you over 18? Yes No
Filing Status:
Single Head of Household
Married, filing separately
Married, filing jointly
If married filing jointly, give spouse's name:
Please indicate all sources of income:
Salary (W-2 income) Pension or early distribution of retirement plan
Interest SocialSecurity
Dividends Partnership or Trust
Alimony S-Corporation
Sale of stocks, bonds, etc. Rental Property
Selfemployment Income  
   
If you own Rental Property, how many units?
Please answer "yes" or "no." Did You:
Make Estimated Tax Payments? Yes No
Make or plan to make an IRA contribution? Yes No
Pay for child care while working? Yes No
Buy or sell real estate? Yes No
Attend or pay for your dependent to attend college? Yes No
Regarding your deductions, please check all that apply:
I will probably have itemized deductions on Schedule A
I have Unreimbursed Business Expenses as an employee
I have Investment Interest Expenses
I paid interest on Student Loans
I paid Alimony
I incurred Moving Expenses
I may qualify for the Business Use of Home deduction
Are you an active member of the Armed Forces? Yes No
Did you move to your current state from another state? Yes No
If you answered yes to either of the two preceding questions, please indicate your Home State (if military) or the state from which you moved:
Are there other tax matters not covered by this Form? Yes No
Comments:
You've Finished!

BROWN, MOBLEY & WAY P.C. regrets that it cannot respond to tax or accounting questions by e-mail. Such questions should be answered via consultation with a qualified professional who completely understands your particular factual situation. PLEASE FEEL FREE TO CONTACT OUR OFFICE AT (703) 361-9068 AFTER COMPLETING YOUR TAX ORGANIZER FOR THE PURPOSE OF SCHEDULING A TAX PREPARATION APPOINTMENT. OUR FEES FOR TAX PREPARATION VARY BY COMPLEXITY, AS WELL AS THE NUMBER OF FORMS/SCHEDULES INVOLVED. WE WILL BE HAPPY TO QUOTE A GUARANTEED FEE BEFORE WORK BEGINS. ALL RETURNS PREPARED BY THIS FIRM ARE REVIEWED FOR TAX STRATEGY AND ACCURACY BY AT LEAST TWO TAX PROFESSIONALS, INCLUDING THE PRESIDENT OR OTHER QUALIFIED SENIOR OFFICER. ELECTRONIC FILING WITH DIRECT DEPOSIT IS AVAILABLE. WE ARE HERE YEAR-ROUND FOR TAX GUIDANCE AND ASSISTANCE. WE OFFER STATE INCOME TAX PREPARATION SERVICES FOR ALL STATES WHICH IMPOSE SUCH TAX. VISA, MASTER CARD, AND DISCOVER CARDS ARE GLADLY ACCEPTED.