We've compiled a few documents to help you successfully plan organize your files for this tax year. Please print and complete the appropriate organizers relevant to your tax situation.
ALL Individual Tax Clients
Year End Tax Letter
2015 year end tax letter detailing appointment times, deadlines, and tax preparation process.
Income Tax Organizer
The Income Tax Organizer is a detailed checklist and questionnaire that asks about pertinent tax items necessary for preparing your individual tax return accurately. It also includes a schedule for Personal Itemized Deductions.
SOME Individual Tax Clients
Self-Employed Business Owners, Independent Contractors or Farmers. Please provide a separate Business Organizer for each individual business.
Employee Business Expense Organizer
Please provide a separate Employee Organizer for each job which you receive a W-2 form for wages paid and have associated business expenses for which you are not reimbursed.
Rental Property Organizer
Rental Property Owners - Please complete a Rental Organizer for your rental properties.
Income Tax Organizer (Combined)
Combined Income Tax Organizer of all the above organizers.
When you have compiled your tax information please mail, email or deliver to the office.
Email: Christina Bailey - email@example.com
Mail: Mattison, Yoder & Company, 5900 Roche Dr., Ste. 340, Columbus, Ohio 43229
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If you are like most, summer is prime time for family and friend vacations. It’s a time to unwind and recharge…to see new places and try new things. For many, “new things” often means food. And if you are trying to maintain or lose weight, that can be a problem. So, for all you travelers trying to stay healthy this summer, here are 5 great tips to help you stay on a healthy eating plan and still enjoy your vacation!
If you are like most families, summer means vacation. And if your kids are like most kids, they tend to be tethered to their technology. Whether planning to travel abroad or a long weekend at a local campground, summer is a time for exploration and simply paying attention to the beauty around us.
Multigenerational family vacations have experienced an uptick in popularity, especially with older generations being more active and families living farther apart. Family getaways certainly bring people together physically, but also emotionally. Dedicated family time is simply good for the soul…even more so when multiple generations take part. With this in mind, we bring you a few ideas and tips to consider when planning your next multigenerational vacation.