Total Logistics Consulting

Phone: (206) 701-9395 **** Send an eMail to TLC

WEB: www.totlogcon.com



You are invited to print out this organizer (there are 5 sections) and use it. This will help you organize your tax information (and make sure you don't miss any important deductions). Whether you do your own tax return, or use our services, we hope you'll find it useful and informative!

Taxpayer_Information


First Name:___________________ Initial _______
Last Name_____________________________
Social Security # _____________________________
Occupation__________________________________
Date of Birth ________________________
Street Address __________________________________
City________________ State_________ Zip____________
Home Telephone ________________________Work Telephone________________________



Spouse_Information


First Name:___________________ Initial _______
Last Name_____________________________
Social Security # _____________________________
Occupation__________________________________
Date of Birth ________________________
Street Address __________________________________
City________________ State_________ Zip____________
Home Telephone ________________________Work Telephone________________________


FILING_STATUS


SingleMarried
Head of HouseholdMarried Filing Separate



SALARIES_AND_WAGES

W-2  Gross Income  Federal Withholding     FICA    
1$$$
2$$$
3$$$
4$$$
5$$$

W-2    Medical    State Withholding     SDI    
1$$$
2$$$
3$$$
4$$$
5$$$


Electronic_Filing


Would you like electronic filing?
Yes!No
Automatic deposit?
Yes
(attached a VOID check)
No



Dependents



Name_______________________________________
Date of Birth_________________ Social Security #________________________
Relationship _____________________________
Months Lived at Home_________________


Name_______________________________________
Date of Birth_________________ Social Security #________________________
Relationship _____________________________
Months Lived at Home_________________


Name_______________________________________
Date of Birth_________________ Social Security #________________________
Relationship _____________________________
Months Lived at Home_________________


Name_______________________________________
Date of Birth_________________ Social Security #________________________
Relationship _____________________________
Months Lived at Home_________________



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