Hawkins & Company, LLC Tax Organizer

  • Thank you for choosing Hawkins & Company, LLC to assist with your taxes. This letter confirms the terms of our engagement with you and outlines the nature and extent of the service to be provided. Hawkins & Company, LLC will prepare your federal and state income tax return. In doing so, we will depend on you to provide the information we need to prepare accurate returns. We may ask you to clarify some items but will not audit or otherwise verify the data you submit. We will perform accounting services only as needed to prepare your tax returns. Our work will not include procedures to find defalcations or other irregularities. Accordingly, our engagement should not be relied up to disclose errors, fraud, or other illegal acts, though it may be necessary for you to clarify some of the information you submit. We will inform you of any material errors, fraud, or other illegal acts we discover. Should we encounter instances of unclear tax law, or of potential conflicts in the interpretation of the law, we will outline the reasonable courses of action and the risk and consequences of each. We will ultimately adopt, on your behalf, the alternative you select. Our fee is based on the type of forms required to complete your return. A deposit will be required with your tax organizer. A final invoice of fees will be due and payable upon presentation of your return summary. All accounts not paid within thirty (30) days are subject to interest charges to the extent permitted by state law. If you select not to e-file your returns with our office, you will be solely responsible to file the returns with the appropriate taxing authorities. Review all tax return documents carefully before signing them. Our engagement to prepare your tax return will conclude with the delivery of the completed returns to you, or with e-filed returns, with your signature and our subsequent submittal of your

    To affirm that this letter correctly summarizes your understanding of the arrangement for this work, please sign this letter in the space indicated. Thank you for the opportunity to be of service.

  • TAX ORGANIZER

  • Personal Information

     

    Name of person to whom all information should be addressed listed as Taxpayer.

  • Format: (000) 000-0000.
  • Format: (000) 000-0000.
  • Taxpayer Date of Birth*
     - -
  • Spouse Date of Birth
     - -
  • Filing status at the end of 2021*
  • Are you or your spouse blind?*
  • Are you or your spouse disabled?*
  • Are you or your spouse a full time student?*
  • Do you or your spouse want to designate $3 to go to the Presidential Election Campaign Fund?*
  • At any time during 2021 did you receive, sell, exchange, or otherwise dispose of any financial interest in any virtual currency?*
  • Did you receive the third stimulus payment (Economic Impact Payment or EIP) in 2021?*
  • Taxpayer's type of photo ID*
  • Spouse's type of photo ID

  • Dependent and Other Information

  • Rows
  • Did you receive advance payments of the Child Tax Credit from the IRS at any time from July through December 2021?

  • If "Yes," we ask you to provide Letter 6419 from the IRS.

  • Schedule A - Itemized Deductions

  • Medical and Dental Expenses

  • Charitable Contributions

  • Rows

  • Interest and Taxes Paid

  • Other nonpersonal expenses related to taxable income

  • As discussed in the engagement letter, a deposit will be required with your tax organizer. A final invoice of fees will be due and payable upon presentation of your tax return summary.

  • My Products*

    prevnext( X )
      Tax Return Deposit ($50.00/return)

      Tax Return Deposit ($50.00 per return)

      $50.00$50.00
        
      Total
      $0.00$0.00

    • Payment Methods

      Choose from one of the PayPal options to make your payment.

    •  
    • Should be Empty: