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See what documents you should gather before having your 1040 tax return prepared this year.
Every year, Claremont Management sends our clients an updated Tax Organizer with our engagement letter. Our Tax Organizer includes a detailed Tax Preparation Checklist that serves as a guide in gathering documents along with a comprehensive Tax Questionnaire based upon the new IRS 1040 tax form and any changes to the code. This assures that we have all of the information needed to efficiently complete our clients' tax returns and identify all deductions to which they are entitled.
The same organizer we use is available as a free PDF download on this page.
File size: Approx. 4.71 MB