Tax Organizers
Tax Organizers
As we prepare tax returns on a first come, first served basis, you need only to stop by with all your tax statements to drop them off if you are a returning client and/or have a fairly straight-forward tax situation. For new clients, we will also require a copy of your last year’s income tax return. We are then happy to contact you should we have questions or need more information to prepare your return.
However, if your tax situation has changed or a significant event occurred in the taxation year (such as sale of a home) you are welcome to schedule a sit-down appointment by calling 503-557-0130.
To help you prepare for your tax interview, we have prepared a series of organizers shown below with links to each form. For other useful information please click
the “What to Bring” link.
Our returning clients will only need to complete the “Individual 1040 Organizer”, however, if your tax situation is more complex, you may need to complete additional organizers (listed below) to provide more information about your tax situation.
There is no need to complete organizers that do not apply to you.
| Individual 1040 Return (new clients) | Individual 1040 |
| You had income reported on Form 1099-NEC / Small Business | Self-Employment (Schedule C) |
| You had Farm Income and Expenses | Self-Employment (Schedule F) |
| You had Income and Expenses from renting a house/condo or vacation rental | Rental Property (Schedule E) |
| You sold your home | Sale of Home |
| If you purchased a new home or Refinanced an existing mortgage, you should bring a copy of your HUD or Settlement Closing Statement to your tax interview | Home Buyer |
Downloadable Files and forms Below
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Client Forms and Files
file upload
Let’s Prepare Your Paperwork
For all your tax and accounting related needs, turn to our seasoned specialists over at Beavercreek Tax Service. Send us a message to book an appointment or ask a question.