Schick and Associates, LLC

This easy-to-use organizer has been prepared to assist you in collecting information for your 2011 Individual Income Tax. Enter this year's information in the area provided on the attached pages. If you need more space, you may use the back of the pages. If necessary, attach additional sheets with pertinent facts that may not have been requested in this organizer.

If you have any questions, make note of them within the booklet so that when we meet to complete your Tax Return we can address your questions.  Please provide all records and necessary information requested, including:

· prior year federal and state return (new client only)

· W-2s for wages, salaries, tips, and pensions

· 1098s for mortgage interest paid to financial institutions

· 1099s for interest, dividends, state tax refunds, and other payments

· K-1s from partnerships, S corporations, estates, and trusts

· additional correspondence from tax agencies, if any

Using this organizer will assist you in compiling complete and accurate tax data that will make it possible to take full advantage of all allowable deductions.

Contact us as soon as possible to schedule an appointment to review your organizer booklet and prepare your 2011 tax return. We appreciate the opportunity to serve you.

 

Call 414-405-6751  or email us at info@schickandassociates.com