H. Douglas Duncan

Tax Organizer

Tax Organizer

This Tax Organizer packet is provided to help you gather the information needed to prepare your 2015 income tax return. Enter the information in the area provided on this form.

Please attach copies of the following items:

  • Forms W-2 for Wages, Salaries and Tips.
  • All Forms 1098 and 1099 for Interest, Dividends, Miscellaneous Income, etc.
  • Brokerage Statements showing Investment transactions (stocks, bonds, etc.).
  • Schedules K-I showing income from Partnerships, S Corporations, Estates and Trusts.
  • Statements supporting deductions for mortgage interest and taxes
  • Statements supporting charitable contributions
  • Statements supporting business expenses- especially mileage logs
  • Any tax notices sent to you by the IRS, State Tax Board, or other taxing authorities.
  • A copy of your income tax return from last year, if not on file in our office.
  • A copy of all escrow statements for purchases and sales of real estate.

Available Forms

  • Tax Assistance Check List   Click here for a list of items that need to be included with your filled-in tax questionnaire. Use the provided list, marking any items that apply to you. Then upload these items when you complete your questionnaire.
  • Tax Organizer Form Complete after the questionnaire below. Upload your documents and you are ready to go!
  • Housing Allowance Worksheet    Complete this form to assist with your housing deductions.
  • Supplemental Worksheets  Here you will find all supplemental worksheets needed. (Schedule C, Schedule E, Form 2119, etc.)

What is the benefit of participating in the Minister's Tax Assistance Program?

  • Expert attention to your tax issues by an attorney whose practice focuses on the ministry.

  • 10% discount on legal services provided to you or your church.

  • An established legal reputation with legal and ecclesiastical accountability.

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