2003 Tax Organizers

Individual Client Data Sheet

Individuals

    ▪ Personal Organizer

    ▪ Itemized Deduction Organizer

    ▪ Property Donation Values

Self-employment Income & Expenses Including Home Office (for sole proprietor's)

Existing Business Clients Income & Expenses (not sole proprietor's)

New Business Clients General Information, Income, & Expenses (not sole proprietor's)