2020 Tax Organizer

For your convenience we have prepared tax organizers to improve the flow of processing income tax returns.  The organizers can be filled-in and sent to us electronically along with the supporting documents.  Select the packet that best fits your needs and complete all relevant sections of the organizer. 

 

Because fees for processing tax returns are based on forms included and time required to complete your return, we ask that you take time to make certain you include all necessary information in order to keep your fee at a minimum.  Call us for pricing to have us prepare your tax returns.  If you feel your tax return is simple and would prefer to either mail or drop off your information at our office

 

Time required for an appointment ranges from 15 minutes to 1 hour, depending on the complexity of your return.  If we will be preparing your returns for the first time, you will need to provide us with your prior two (2) years tax returns.  If you will be mailing or dropping off information, please do so at the following location:

Rahul Maitra CPA
8810 Irish Rd
Faber, VA 22938

Listed below are form packets we ask that you complete prior to your appointment. Past clients should have received their packets either by mail or email. If you did not receive your documents, please contact our office so that we can provide you with your pre-printed documents. 

 

YOU DO NOT NEED TO COMPLETE THE SECTIONS OF THE ORGANIZER FOR WHICH YOU ARE PROVIDING GOVERNMENT PREPARED FORMS. These forms include W-2’s, 1099’s, 1098’s, and K-1’s. All other information should be completed and returned prior to your appointment.

Find out more about our fixed pricing & guarantee

Rahul Maitra CPA

ACCOUNTING & TAX SERVICES

8810 Irish Rd. ~ Faber, VA 22938

(914) 806-4811