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A tax organizer can facilitate the process of pulling together your tax information. This basic tax organizer is designed for new clients. You can a copy of the blank organizer and fill in accordingly with your tax information and then fax or mail it to the office. Current clients should contact the office to request a "proforma" tax organizer that includes prior year information and carryover data.
2010 K-1 Instructions
Shareholder's Instructions for Schedule K-1 (Form 1120 S)Instructions for Shareholder Filing Form 1040 Partner's Instructions for Schedule K-1 (Form 1065) Instructions for Partner Filing Form 1040 Benificiary's Instructions for Schedule K-1 (Form 1041)Instructions for Beneficiary Filing Form 1040 (beginning on page 3)
2011 K-1 Instructions
Shareholder's Instructions for Schedule K-1 (Form 1120 S)Instructions for Shareholder Filing Form 1040 Partner's Instructions for Schedule K-1 (Form 1065)Instructions for Partner Filing Form 1040 Benificiary's Instructions for Schedule K-1 (Form 1041)Instructions for Beneficiary Filing Form 1040
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