We can tax assist clients in gathering the information necessary to prepare their individual income tax returns.

The Internal Revenue Service (IRS) matches information returns/forms with amounts reported on tax returns. A negligence penalty may be assessed when income is underreported or when deductions are overstated.

Accordingly, all information returns reflecting amounts reported to the IRS also are mailed or delivered to the taxpayers in an envelope clearly marked “IMPORTANT TAX DOCUMENTS ENCLOSED” and should be submitted with this organizer. Forms such as:

  • W-2 (Wages) Schedules K-1

  • 1099-R (Retirement) (Forms 1065, 1120S, 1041)

  • 1099-INT (Interest)

  • 1099-DIV (Dividends) Annual Brokerage Statements

  • 1099-B (Brokerage Sales) 1098 — Mortgage Interest

  • 1099-MISC (Rents, etc.) Other tax information statements

  • 1099 (any other) 8886, Reportable transactions

  • 1098-T Education expenses

  • Form HUD-1 for Real Estate Sales/Purchases

  • Forms 1095-A, B OR C Health Care (if available)

The filing deadline for your income tax return is April 18, 2016. In order to meet this filing deadline your completed tax organizer needs to be received no later than April 10 . Any information received after that date may require that an extension of time be filed for this return.

If an extension of time is required, any tax due must be paid with that extension. Any taxes not paid by the filing deadline may be subject to late payment penalties and interest.

We look forward to providing our services for you. Should you have questions regarding any items, please do not hesitate to contact us.



1423 Webster Street, Alameda, CA 94501
Phone: (510) 995-8330 FAX: (510) 995-8714  eMail: