Raffel Financial Services, LLC

19105 N. 85th Lane

Peoria, AZ 85382-8715

 

(623) 266-9362 Office

(623) 521-8008 Cell

(623) 251-4066 Fax

traffel@cox.net

 

 

Tax Organizers

Tax Organizers can help you research your records and help in the preparation of your tax returns.

Please note the link at the bottom of this page that will open a comprehensive tax organizer for 2013. After opening and downloading the organizer, please fill in the sheets that apply to your situation.

In addition to completing your organizer, other documents that will be helpful in preparing your returns include:

- Original W-2 forms from your employers

- Any Schedule K-1ís from partnerships, S-corporations, estates or trusts

- Form 1099 or statements reporting dividend, interest, retirement

or other income

- Year-end stock brokerage and mutual fund account statements

- Form 1098 and copies of real estate taxes paid

- Escrow documents related to the sale or purchase of real estate

- Dealer invoice from the purchase of a new vehicle

- Summary list of income & expenses for a  home based business

Please feel free to call if you if you have any questions or would like to schedule an appointment at your home or place of business.

 

                 Open 2013 Tax Organizer