Tax Organizer

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ASSOCIATES ACCOUNTING & TAX SERVICE
FOR TAX YEAR _____________________
8320 S SAULSBURY
LITTLETON, CO 80128-6307
TAX ORGANIZER
Telephone: (303)973-4358 Fax: (303)948-2689
Taxpayer Information
Spouse Information
Last name .................
Last name....................
First name .................
First name ...................
Middle Initial...............
Suffix .........
Middle Initial .................
Suffix .........
Social security number ..........................
Social security number ............................
Occupation ................
Occupation...................
Work phone ...............
Ext ...
Work phone ..................
Ext ...
Cell phone .................
Cell phone ...................
E-mail address............
E-mail address ..............
Date of birth ............................................
Date of birth ..............................................
Address .............
Apartment number.......
City ..................
State............
ZIP Code.......
Home phone........
Fax number ...........
Dependent Information
First name
MI
Social Security Number
Date
Months Lived
Child Care
of Birth
with Taxpayer
Expense
Last name
Suffix
Relationship
Child and Dependent Care Provider Expenses
Name
Address
ID Number
Amount Paid
Education Tuition and Fees
Attach all Form 1098-Ts and a list of your qualified education expenses.
Student Loan Interest Paid
Enter total 20_ qualified student loan interest.............................................................................................
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REV 12/02/13 PRO

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