Dear Client:

To assist in the preparation of your Federal and State tax information, we can provide an Interview Questionnaire and Tax Data Organizer. Your careful utilization of these tools will help give us a better understanding of your financial situation in order to more accurately prepare your return and to help us to keep your income tax liabilities to a minimum.

The use of the Questionnaire and Organizer is optional, and you may submit your information in whatever form is most convenient for you.

For existing clients, if you haven't already communicated your choice, you can click on the links below to indicate if and how you would like us to deliver your customized 2007 Organizer.

For new clients, or if additional Organizer pages are needed to supplement the Organizer you have already received, we have provided pdf versions of the Questionnaire and Organizer below for you to download at your convenience.

2007 Questionnaire:

2007 Questionnaire

2007 Organizer Sets:

Personal financial pages (Pages 1, 2, 10/13, 11/12, 14, 17, 24, 25, Other Info)

Business organizer pages (Pages 16, 22, 22p2, 22p3, 29, Other Info)

Rental organizer pages (Pages 18, 22, 22p2, 22p3, Other Info)

2007 Extensions:

Be sure to read and understand instructions and/or call for consultations on extension and related payment rules and procedures.

Idaho (ID Form 51 )

Oregon (OR Form 40-EXT)

Organizer 1 - Client Information

Organizer 2 - Dependents

Organizer 3, 6 - Direct Deposits & Tax Estimates

Organizer 10, 13 - Wages, Pensions & IRAs

Organizer 11, 12 - Interest, Dividends

Organizer 14 - Other Miscellaneous Income

Organizer 16 - Business Income (Schedule C)

Organizer 17 - Capital Gains / Losses (Schedule D)

Organizer 17p2 -Installment Sales

Organizer 17, 27 - Sale of Residence & Moving Expenses

Organizer 18 - Rental Income (Schedule E)

Organizer 18p2 - Royalty Income (Schedule E)

Organizer 19 - Farm Income (Schedule F)

Organizer 20 - K-1s from Partnerships, S-Corporations, Estates & Trusts

Organizer 22 - Business Assets - Dispositions

Organizer 22p2 - Business Assets - Acquisitions

Organizer 22p3 - Business Assets - Vehicles

Organizer 24 - Adjustments to Income

Organizer 25 - Itemized Deductions: Medical, Taxes Paid, Interest Expense, Contributions, etc.

Organizer 26 - Noncash Contributions

Organizer 29 - Business Use of Home

Organizer 30 - Employee Unreimbursed Business & Vehicle Expenses

Organizer 31 - Foreign Income Exclusion

Organizer 32 - Health Savings Accounts

Organizer 33 - Child & Dependent Care Expenses

Organizer 37 - Qualified Adoption Expenses

Organizer 38 - Education Credits / Tuition Deductions

Organizer 42 - Household Employment Taxes (Schedule H)

Organizer 44 - Parent's Election to Report Child's Income

Organizer Info - Other Additional Information

Circular 230Disclosure: This is to advise you that, unless expressly stated,nothing in this communication (including any attachment or other accompanying materials) was intended or written to be used, and it cannot be used by any taxpayer, for the purpose of avoiding any federal tax penalties, or for promoting, marketing, or recommending a partnership or other entity, investment plan or arrangement to anyone.