|We have over 20 yrs experience in the field of income tax preparation and the bookkeeping that is
required to complete a tax return. We have the experience to do all business related tasks from
answering your phone to keeping you out of trouble with the IRS.
We can prepare your personal tax returns no matter what your location nationwide, without you ever
leaving the convenience of your home. You can provide the information to us by completing the
organizer below and mailing or e-mailing it to the office. Please contact us for information to
provide for partnership, corporation and estate tax returns.
Please also include your e-mail address. You will receive a confirming e-mail that the data has
been received. After we have reviewed your data, we will e-mail you to request any additional
information we may require or to set up a convenient time for a teleconference to discuss your
information. Upon completion of your tax returns, we will e-mail you a summary of the results
including an explanation of those results. Once you have confirmed receipt of the summary and
made payment arrangements, we will mail your returns or they may be picked up at our office.
Read and agree to our Tax Services Engagement Letter.
Gather your data: Go to the organizer (below) and print the individual pages you need. You can
either email firstname.lastname@example.org, fax 909-252-7900 or call and get address to mail the
organizer pages to our office Office Phone 509 250 3559
We suggest that you mail originals of tax information forms, such as W-2's, 1099's, and K-1's (from
partnerships, LLC's, S-corporations, and trusts). We will return original documents. Also include
attachments to the forms, such as the amount or percentage of U.S. Government or tax exempt
interest or dividends. Quit often, we can spot important information that you missed.
If you want a no-obligation quote before work begins on your returns, simply indicate "Please
Payment must be received before returns are delivered. You will receive an invoice via e-mail, and
a paid receipt with the tax return.
This organizer is intended for new clients only. If we prepared your tax returns last year, please use
the special, customized tax organizers that we mailed to you. It contains important historical data
from prior year returns, and it requests data only from the forms and schedules that apply to your
particular financial situation.
By continuing beyond this page, and specifically by submitting tax data to J & M Complete Tax
Service, you stipulate that you have read all of the preceding paragraphs, and that you agree to the
terms and conditions outlined therein.
2012 Organizer in PDF format