Patrice Lundy

39 Wistar Rd Hughesville, PA 17737

570-584-4908


The 2013 tax organizer will assist you in collecting and reporting information necessary for us to properly prepare your 2013 income tax return. Please complete the organizer as appropriate and provide supporting documentation where necessary.


Please complete and print this organizer and bring it with your tax papers.


 Please provide us with the following additional information:

- Form(s) W-2 (wages, etc)

- Form(s) 1099 (interest, dividends, etc)

- Schedule(s) K-1 (income/loss from partnerships, S corporations, etc)

- Form(s) 1098 (mortgage interest)

- Brokerage statements from stock, bond or other investment transactions

- Last pay stubs from all jobs

- PROPERTY TAX STATEMENTS



PLEASE FEEL FREE TO CONTACT US IF YOU HAVE ANY QUESTIONS OR NEED ASSISTANCE.