2013 Income Tax Information Organizer Template


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999 Century Drive, Suite 5
607 Myatt Drive, Suite 1
Dubuque, Iowa 52002
Maquoketa, Iowa 52060
(563) 556-4508 Fax (563) 556-0407
(563) 652-5152 Fax (563) 652-5152
We wish you a Happy New Year and hope your 2014 is off to a great start! As
we start our 41st Tax Season, we thank you for allowing us the opportunity to serve
you. We encourage you to begin gathering your tax materials as soon as possible.
Your completion of this 2013 Tax Organizer will enable us to accurately prepare your
tax return with all income and allowable deductions. Certain rental, business, or farm
income should be detailed separately on other worksheets. If these worksheets are not
included, please let us know. Additionally, all of our organizer worksheets are avail-
able under the Forms tab of our website at IRS regulations re-
quire us to ask for your signature when you provide us with your tax return data.
We do not anticipate significant tax legislation in 2014, pending congressional
election. We continue to evaluate and implement changes from the American Tax-
payer Relief Act and the Affordable Care Act. Provisions effective for 2013 returns in-
clude: an additional 3.8% Net Investment Income Tax and an 0.9% additional Medi-
care Tax for certain taxpayers; some taxpayers will also see their itemized deductions
and personal exemptions limited; the 10% tax bracket is permanent, and a new highest
tax bracket of 39.6% has been created; the Alternative Minimum Tax has finally been
indexed to inflation; the deductions for Sales Tax, Educator Expenses, Private Mort-
 
gage Insurance (PMI), and Bonus Depreciation currently expire after 2013; the $1000
Child Tax Credit has been made permanent; and the American Opportunity Credit has
been extended for education expenses through 2017. All taxpayers are required to
 Your 2012 Tax Return (If not prepared by our office)
disclose ownership of any foreign assets, including bank or investment accounts.
 W-2 Forms for Wages
There are severe penalties for failure to report these type of accounts.
 1099-R’s for Retirement Income
We are required by the IRS to electronically file every eligible return. Returns
 1099’s for Interest, Dividends and Other Income
can be sent to the IRS starting January 31st for most taxpayers. While most refunds
 W-2G’s for Gambling Income
are deposited within 21 days of e-filing, the IRS will not guarantee dates for direct de-
 K-1’s for Partnerships, Corporations or Estates
posit of refunds. Returns will need to be reviewed, signed and paid for prior to trans-
 Social Security Benefits Statement
mission. In order to provide the most affordable service to all of our clients, we do not
 1099-K for Business Credit Cards Received
accept credit or debit cards.
 1098’s Showing Mortgage Interest Paid
In addition to our income tax services, we provide custom accounting, consult-
 1098-T’s for College Tuition Paid
ing, and payroll solutions for any business. We also offer IRA and annuity sales, estate
 Basis Amounts for Stock Sales
planning, financial reviews, and retirement planning. More information concerning
 Information on Foreign Assets Owned
these services is available upon your request.
Dave, Tom and the rest of our tax staff will be available for Income Tax Con-
We would like to thank you, our valued customers, for your support over the past 41 years, and we look forward to serving your
sultation and Preparation. If you wish to schedule an appointment, please call as soon
needs in the future. In addition to our broad range of Accounting and Income Tax Services, we also offer the following:
as you have accumulated your data. Our office staff will be happy to schedule time
with any of us. Should you need assistance, or have a tax question, please contact us
Payroll Services
Estate Planning
at your convenience. As always, we appreciate your past business and look forward to
Life Insurance Reviews
Gift Planning
Retirement Planning
working with you in the future.
Privacy Act Notice
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as instructed to do so
by such clients. We restrict access to nonpublic personal information to those professionals necessary to provide our services, and
David A. Wagner
Thomas A. Wagner
we maintain physical, electronic, and procedural safeguards to guard your nonpublic personal information.


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