2014 Tax Organizer
This Tax Organizer is designed to help you collect and report the information needed to prepare your 2014 income tax return. The attached worksheets cover income, deductions, and credits, and will help in the preparation of your tax return by focusing attention on your special needs.
Please answer all questions and enter your 2014 information in the designated areas on the worksheets. If you need to include additional information, you may use the back of a worksheet or an additional page.
Note: The questions and worksheets included are designed to assist in completing your tax return. If you answer yes to any of the questions, be sure to provide the supporting documentation.
It is highly recommended that you provide all your documents at the same time to make our preparation more efficient and cost effective.
Please provide the following information:
A copy of your 2013 tax return (if not in our possession).
Original 2014 W-2 Form(s).
Schedule(s) K-1 showing income or loss from partnerships, SCorps, estates, or trusts.
Copies of other compensation or pension documentation, such as Form 1099-MISC or Form 1099-R.
Form(s) 1099 or statements reporting dividend and interest income.
Copies of closing statements regarding the sale or purchase of real property.
All other information notices you received, or any items you have questions about.
Brokerage statements showing transactions for stocks, bonds, etc.
Form(s) 1098 reporting interest paid, copies of real estate tax bills
Thank you for taking the time to complete this Tax Organizer.
A copy of your childrens' 2013 and 2014 tax returns.
SMD CONSULTING & ACCOUNTING, LLC
8765 STOCKARD DR, SUITE 603 FRISCO, TX 75034
Telephone: (469) 252-4547 Fax: (469) 252-4548
Last Name Last Name
First Name First Name
Middle Int. Suffix Middle Int. Suffix
Soc. Sec. # Soc. Sec. #
Date of Birth Date of Birth
Work Phone Work Phone
Cell Phone Cell Phone
Address Apartment Number
City State Zip Code
Home Phone Fax Number
Eligible Dependent Information
Childcare and Dependent Care Provider Expenses
Social Security Number Relationship
Date of Birth
Child Care Expense
Taxpayer Information Spouse Information
Number Amount Paid
Individual Tax Questions for the Year 2014
Please check the appropriate box and include all necessary documents. We are fishing for write-offs, so please be complete.
Did any of these things happen during 2014?
Personal Information Yes No
Did your marital status change?
If yes, explain: _________________________________________
Are you or anyone in your family permanently disabled? If yes, explain: _________________________________________
Did your mailing address or residence change from last year? If yes, what is the new address? ___________________________
Were there any changes in dependents you claimed from last year?
If yes, what changes? ____________________________________
Do you have any children with investment income greater than $2,000?
Very Important: To comply with the new tax preparer requirements of the Affordable Care Act, we will need you to obtain either a Form 1095-A, B, or C from the provider of your health insurance (depending on the type of provider). If you just ask for the Form 1095, they will know what you are talking about. If you cannot obtain this form, please let us know and we will send you a worksheet that you can fill out to provide the information we need. If anyone in your household was not covered by health insurance during 2014 (and you do not qualify for one of the exemptions), you may face a penalty for not maintaining Minimum Essential Coverage.
General Gain/Loss and Debt Information
Did you start up or shut down a business?
Did you buy, sell, or exchange any real estate?
If yes, please provide all closing statements.
Did you abandon or have any foreclosed real estate? If yes, please provide Form(s) 1099-A and/or 1099-C.
Did you sell or write-off any stock?
If yes, please provide Form(s) 1099-B with date of purchase, date of
sale, cost basis, and sales price.
Did you buy or sell an interest in any other investments (ex. K-1’s)?
Did you take out a home equity loan or line of credit this year or refinance?
If yes, please provide closing statement.
Income Information Yes No
Did you receive any contractor income?
If yes, please provide Form(s) 1099-MISC and please complete the attached schedule of income & expenses.
Did you receive (or rollover) any retirement account distributions? If yes, please provide Form(s) 1099-R (and Form 5498 if rolled over).
Did you receive any unemployment income?
If yes, please provide Form(s) 1099-G
Did you receive a distribution from your own life insurance policy? If yes, please provide documents.
Did you cash in any U.S. Savings bonds?
If yes, please provide documents.
Did you contribute to or distribute from a 529 Plan or othereducation savings plan
? If yes, in what state? _________; amount contributed $__________;
amount distributed $___________
Did you receive an award from a lawsuit?
If yes, please provide details and amounts received.
Did you receive executor fees or jury duty fees? If yes, amount $_____________
Did you receive or pay alimony or spousal support (not child support)?
If yes, amount $___________ and were you the payer ____ or payee ____?
Did you qualify for Medicare or for any Social Security benefits such as retirement,
death, or disability?
If yes, please provide Form(s) SSA-1099 or similar statement.
Did you own an interest in a partnership, S corporation, or trust? If yes, please provide Schedule K-1(s).
Were you a grantor or transferor for a foreign trust, have an interest in or a signature or other authority over a bank account, securities account,
or other financial account in a foreign country?
If yes, please attach explanation & provide documentation.
Did you pay any foreign taxes?
If yes, please provide documentation.
Did you receive any income during the year from property sold in a prior year? If yes, please provide documents.
Yes No Did you file bankruptcy or have debts forgiven or cancelled this year?
If yes, please provide Form(s) 1099-C
Did you have any gambling income?
If yes, please provide Form(s) W-2G.
If yes, did you have any losses? Send proof of losses for review.
Did you work out of state or receive income from outside Texas during the year? If yes, you may be required to file a state return; please provide details with
your supporting documents.
Did you receive any other form of income that is not included on this organizer? If yes, please provide documents with explanation.
Did you incur substantial out-of-pocket medical expenses? If yes, provide amount for doctor fees $ ___________ , prescriptions $ ________
eye care $ ___________, health insurance $ ___________, other $ ___________
If you are self-employed, did you pay health insurance premiums? If yes, amount $ ___________
Did you pay long-term care (nursing home) premiums for yourself or your family? If yes, amount $ ___________
Did you have a Health Savings Account (HSA) with a High-Deductible Health Plan? If yes, provide the contributions $________________, qualified withdrawals
$__________ and whether single or family coverage ____________.
Did you purchase a motor vehicle or boat during 2014? If yes, please provide supporting documents which show sales tax paid.
Did you pay real estate taxes for any property in 2014? If yes, please provide supporting documents.
Note: You must have paid the taxes in 2014 to qualify for the deduction.
Did you pay mortgage interest for your primary residence or a second residence? If yes, please provide Form(s) 1098.
If more than one residence, please specify which form relates to which residence.
Did you pay any student loan interest this year?
If yes, please provide Form(s) 1098-E.
Did you have a donee receipt for all cash or check charitable contributions of $250 or more and proof of all charitable contributions (cash and noncash)?
Did you have unreimbursed employee business expenses or an allowance?
If yes, please provide details of amounts paid and type of expense.
Did you utilize an area of your home regularly and exclusively for business purposes? If yes, provide the square footage of home office ___________, total area of
the home ___________, and expenses incurred for the whole home.
Did you use your car on the job, other than for commuting? If yes, please complete the attached Auto Expense Worksheet.
Did you have any moving expenses related to a new job or job location? If yes, miles from old home to old job ____________ miles from new home
to old job ____________ amount paid $ ____________. Note: If the difference is less than 50 miles you will not qualify for deduction.
Did you have any job-seeking expenses including mileage and supplies? If yes, please provide details of expenses in your paperwork.
Did you incur any casualty or theft losses during 2014? If yes, please provide an explanation of the type of loss, amount received from
insurance, and value before and after loss.
Did you have a safe deposit box?
If yes, how much did it cost? ____________
Did you have any investment/financial advisory fees (including seminars or books)? If yes, how much did it cost? ____________
Did you make any retirement contributions?
Did you make or would you consider a Roth conversion? College & Credit Information
Did you pay for any higher education costs including, tuition, books and supplies
for either you or any of your dependents?
If yes, please provide Form(s) 1098-T.
Did you make energy efficient improvements to your home in 2014? If yes, please attach details.
Have you started a process of adoption?
If yes, please attach details.
Did you start a new retirement plan in your business this year?
Did you make any quarterly estimated tax payments?
If yes, please provide amounts and dates.
Planning Information Yes No
Are you covered by a pension plan?
Do you need help with your retirement planning?
Do you need help with life, disability, long-term care, or health insurance planning?
Do you need help with your education planning?
Do you need help with your estate planning?
Do you need help with your investment planning?
Do you need help with your recordkeeping?
Do you need coaching for your small business?
Did you receive correspondence from federal, state, or local tax authorities? If yes, please provide copies of all correspondence received.
Do you have employer-provided stock options that you can exercise or sell? Did you make gifts of more than $14,000 to any one individual?
Did you engage in any bartering transactions?
Did you pay any household employee over age 18 wages of $1,900 or more?
If yes, provide copies of forms W-2, W-3, and state unemployment tax returns. Would you like to have your refund direct deposited into your bank account? If yes, please provide a voided check for the account information.
Do you have a current will and power of attorney for health care and financial decisions? Approximate date of last revision: __________________________
Do you expect significant changes in income, expenses, or dependents for 2015? If yes, explain: ___________________________________________________
Did your mortgage balance exceed $1m or your home equity debt exceed $100k? Attention Business Owners and Contractors:
Please complete the attached schedule of income & expenses to help with the preparation
of your return, or send an Accountant’s Copy of your QuickBooks file.
Business Income & Expenses
Business Name Business Address Federal EIN # Texas Taxpayer #
Gross Receipts Cost of Goods Sold:
Direct Materials Direct Labor Merchant Fees Other Expenses:
Advertising Commissions Contract Labor
Insurance - Health (Employees) Insurance - Health (Self & Family) Insurance - Other (Do not include Auto) Interest Expense
Internet & Web
Legal & Professional Fees Meals & Entertainment Office Supplies
Rent - Building/Office Rent - Equipment Repairs & Maintenance Salaries & Wages Taxes - Other Taxes - Payroll
Telephone/Cell Phone Travel
Other (please specify):
Please provide a brief description of the type of business:
(Note: You may provide a copy of your QuickBooks file in lieu of completing this form.)
Please provide the following information for each vehicle used for business purposes:
Please write which business or W2 job each vehicle applies to below:
Vehicle 1 Vehicle 2 Vehicle 3
Vehicle 1 Vehicle 2 Vehicle 3
Date Service Began
Third-party Disclosure Form
Your Name: _______________________________________________
City, State, ZIP: _______________________________________________
Consent for Disclosure of Information
Federal law requires this consent form be provided to you. Unless authorized by law, we cannot disclose, without your consent, your tax return information to third parties for purposes other than the preparation and filing of your tax return. If you consent to the disclosure of your tax return
information, Federal law may not protect your tax return information from further use or distribution.
You are not required to complete this form. If we obtain your signature on this form by conditioning our services on your consent, your consent will not be valid. If you agree to the disclosure of your tax return information, your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year.
I/We, authorize your firm to release our tax returns, tax information and tax-related documents as detailed below to the following person and/or institution:
City, State, Zip:
FAX Phone Email
Page 2 of 2
Duration of this consent for the information checked below (one year if blank): ________
_____ Any information which is requested
_____ Only a copy of my tax return for the following year(s): ________________
_____ Only the following specific information: ___________________________
Your name Signature Date
Spouse's name Signature Date
If you believe your tax return information has been disclosed or used improperly in a manner
unauthorized by law or without your permission, you may contact the Treasury Inspector
General for Tax Administration (TIGTA) by telephone at 1-800-366-4484, or by email at
9555 Lebanon Road Suite 104 Frisco, TX 75035